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Update January 2018: These are our old Records Management publications. We are developing a new Framework. Please continue to use them as needed, and contact us if you have questions.

TAHO sets guidelines for the efficient management of state records. These apply to all records created by Tasmanian State and Local government and detail the requirements for the creation, maintenance and use of these records.

Our ongoing review program provides for new and updated guidelines and information management advice so that our products are relevant, timely, identify and respond to contemporary issues, and ensure stakeholder feedback is incorporated into revised products.

Key

Guideline: A defined set of Standards for recordkeeping practice, issued by the State Archivist under the Archives Act 1983. It is the duty of the relevant authority to take all reasonable steps to ensure that the guidelines are complied with.

AdviceGeneral advice to Agencies on contemporary recordkeeping issues. (No associated compliance requirement).

Template:  An outline or example of a document type, often including explanatory text providing direction to the author.

Checklist: A comprehensive list of relevant actions, or steps to be taken in a specific order to support various activities.

Other Additional tools either developed or endorsed by TAHO for use by Government Agencies.

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AdviceAdvice 11 Short term Retrieval of State Records13/07/200517/05/2017Under Review
AdviceAdvice 12 Preparing hard copy records for transfer to the Tasmanian Archive + Heritage Office30/11/201330/11/2013Under Review
AdviceAdvice 15 Transfer and Provision of Access to Cabinet Records26/09/200526/09/2005Under Review
AdviceAdvice 23 Government agencies using records in the History Room14/05/201214/05/2012Under Review
AdviceAdvice 37 Keeping Digital Records Accessible31/05/201331/05/2013Under Review
GuidelineGuideline 04 Agency Determination of Access Restrictions31/07/200531/07/2005Under Review
GuidelineGuideline 12 Short Term Retrieval of State Archives13/07/200513/07/2005Under Review
GuidelineGuideline 16 Managing Inter-agency Transfer of Personnel Records11/06/200911/06/2009Under Review
  
  
  
  
  
AdviceAdvice 02 All about Appraisal28/02/201528/02/2015Under Review
AdviceAdvice 13 Writing Disposal Classes13/07/200513/07/2005Under Review
AdviceAdvice 28 Getting Started on the Development of an Agency Functional Disposal Schedule30/11/201230/11/2012Under Review
AdviceAdvice 29 Advice for Agencies on Managing Legacy Records30/11/201230/11/2012Under Review
AdviceAdvice 36 Legislative Mapping for Information Managers31/05/201331/05/2013Under Review
OtherAppraisal Statement for State records required as State Archives28/02/201528/02/2015Under Review
  
  
  
  
  
AdviceAdvice 06 Information Classification tools13/07/200531/08/2014Under Review
AdviceAdvice 31 Managing Records of Projects30/04/201330/04/2013Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 1 - Overview31/03/201431/03/2014Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 2 - The Security Classification process30/03/201430/03/2014Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 3 - Security Classification controls30/03/201430/03/2014Under Review
AdviceAdvice 36 Legislative Mapping for Information Managers31/05/201331/05/2013Under Review
AdviceAdvice 39 Developing an Information Asset Register30/05/201330/05/2013Under Review
AdviceAdvice 61 How to review your records holdings31/08/201431/08/2014Under Review
AdviceAdvice 66 Classification Scheme Considerations31/10/201431/10/2014Under Review
AdviceAdvice 72 Overview of a Business Classification Scheme development project31/08/201531/08/2015Under Review
ChecklistChecklist How to identify Recordkeeping Requirements in Legislation14/09/201514/09/2015Under Review
TemplateAdvice 39 Template Simple Asset Register18/08/201518/08/2015Under Review
  
  
  
  
  
AdviceAdvice 14 The Value of Recordkeeping Metadata13/07/20051/06/2015Under Review
AdviceAdvice 17 Recordkeeping by Design14/09/201514/09/2015Under Review
AdviceAdvice 18 Managing Records in Business Systems - Overview30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems - Questions for vendors when selecting new business systems30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems Part 1 - Checklist for decommissioning bus systems30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems Part 2 - Assessing recordkeeping functionality30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems Part 3 - Sentencing scheduled records30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems Part 4 - Appraisal of unscheduled records30/05/201430/05/2014Under Review
AdviceAdvice 18 Managing Records in Business Systems Part 5 - Improving recordkeeping functionality30/05/201430/05/2014Under Review
AdviceAdvice 27 Managing Email31/10/201231/10/2012Under Review
AdviceAdvice 60 Introduction to Risk Management Processes Part 5 - Manage Information Risks during System Migration14/09/201514/09/2015Under Review
FormAdvice 18 Assessment tool - Measuring Recordkeeping compliance in Business Systems30/05/201430/05/2014Under Review
FormAdvice 18 Managing records in Business Systems Part 2 - Worksheet Minimum recordkeeping requirements30/05/201430/05/2014Under Review
TemplateGuideline 05 Template Metadata mapping31/07/201531/07/2015Under Review
  
  
  
  
  
AdviceAdvice 04 Managing Electronic Communications as Records15/07/200915/07/2009Under Review
AdviceAdvice 14 The Value of Recordkeeping Metadata13/07/20051/06/2015Under Review
AdviceAdvice 22 Records Management Using SharePoint 2010 - considerations30/05/201230/06/2013Under Review
AdviceAdvice 24 How to manage 3½ and 5¼ inch discs23/04/201211/12/2012Under Review
AdviceAdvice 27 Managing Email31/10/201231/10/2012Under Review
AdviceAdvice 31 Managing Records of Projects30/04/201330/04/2013Under Review
AdviceAdvice 37 Keeping Digital Records Accessible31/05/201331/05/2013Under Review
AdviceAdvice 41 Managing Records on Shared Network Drives30/06/201330/06/2013Under Review
AdviceAdvice 42 Structuring Shared Network Drives for Recordkeeping30/05/201330/05/2013Under Review
AdviceAdvice 44 Cloud Computing Information Security Considerations31/01/201431/01/2014Under Review
AdviceAdvice 56 Management of Digital Records on a Shoestring Budget30/04/201430/04/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 1 - Overview30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 2 - Implementing recordkeeping strategies30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 3 - Determine what records need to be kept30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 4 - How to Capture Social Media Records30/06/201430/06/2014Under Review
AdviceAdvice 68 Migrating Records from Network Drives to EDRMS31/08/201531/08/2015Under Review
GuidelineGuideline 05 Recordkeeping Metadata11/08/201511/08/2015Under Review
GuidelineGuideline 07 Managing Electronic Communications as Records31/07/200931/07/2009Under Review
GuidelineGuideline 15 Recordkeeping Strategies for Websites and Web pages31/12/200531/12/2005Under Review
GuidelineGuideline 17 Managing risks associated with cloud computing30/11/201028/02/2014Under Review
GuidelineGuideline 18 Managing Social Media records30/04/201230/04/2015Under Review
GuidelineGuideline 19 Digital Preservation formats23/04/201223/04/2012Under Review
GuidelineGuideline 22 Collaborative Workspaces31/08/201331/08/2013Under Review
TemplateAdvice 41 Template Sample procedures for staff managing shared drives30/06/201330/06/2013Under Review
TemplateAdvice 57 Template Social Media Acceptable Use Policy30/06/201430/06/2014Under Review
TemplateGuideline 05 Template Metadata mapping31/07/201531/07/2015Under Review
  
  
  
  
  
AdviceAdvice 03 Day Batching of Source Records13/07/20052/01/2013Under Review
AdviceAdvice 08 Microfilm Reproductions of State Records13/07/200513/07/2005Under Review
AdviceAdvice 21 Plan before you scan12/05/201512/05/2015Under Review
AdviceAdvice 30 Digitisation Dilemmas28/02/201328/02/2013Under Review
ChecklistChecklist Selecting Records for Digitisation12/05/201512/05/2015Under Review
GuidelineGuideline 08 Digitisation and Disposal of Source Records31/07/200530/07/2015Under Review
  
  
  
  
  
AdviceAdvice 25 Management of Backups23/04/201223/04/2012Under Review
AdviceAdvice 26 Disaster Preparedness and Recovery13/06/201213/03/2017Under Review
AdviceAdvice 38 Information Asset owner and Digital Continuity31/07/201331/07/2013Under Review
AdviceAdvice 46 Treating Records with Mould30/06/201330/06/2013Under Review
AdviceAdvice 52 Identifying and Managing Vital Records30/03/201430/03/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 5 - Disaster Management30/06/201430/06/2014Under Review
ChecklistChecklist Testing for Continuity of a Digital Information Asset31/07/201331/07/2013Under Review
  
  
  
  
  
AdviceAdvice 09 Disposal of Scheduled Records13/07/200513/07/2005Under Review
AdviceAdvice 10 Disposal of Unscheduled Records13/07/200518/05/2012Under Review
AdviceAdvice 12 Preparing hard copy records for transfer to the Tasmanian Archive + Heritage Office30/11/201330/11/2013Under Review
AdviceAdvice 13 Writing Disposal Classes13/07/200513/07/2005Under Review
AdviceAdvice 28 Getting Started on the Development of an Agency Functional Disposal Schedule30/11/201230/11/2012Under Review
AdviceAdvice 29 Advice for Agencies on Managing Legacy Records30/11/201230/11/2012Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 4 - Disposal Management30/06/201430/06/2014Under Review
AdviceAdvice 69 Register of Records Destroyed31/03/201531/03/2015Under Review
ChecklistAdvice 10 Checklist Disposal of Unscheduled Records18/05/201218/05/2012Under Review
GuidelineGuideline 02 Retention and Disposal of State Records31/07/200531/07/2005Under Review
GuidelineGuideline 06 Developing a Functional Records Disposal Schedule13/07/200530/05/2015Under Review
GuidelineGuideline 08 Digitisation and Disposal of Source Records31/07/200530/07/2015Under Review
GuidelineGuideline 21 Approved destruction methods for State records8/04/20138/04/2013Under Review
  
  
  
  
  
AdviceAdvice 05 Australian Standard AS ISO 15489 Records Management13/07/200513/07/2005Under Review
AdviceAdvice 06 Information Classification tools13/07/200531/08/2014Under Review
AdviceAdvice 14 The Value of Recordkeeping Metadata13/07/20051/06/2015Under Review
AdviceAdvice 20 Managing change in EDRMS implementation projects30/11/200731/10/2014Under Review
AdviceAdvice 22 Records Management Using SharePoint 2010 - considerations30/05/201230/06/2013Under Review
AdviceAdvice 34 Implementing Information Security Classification in EDRMS30/05/201330/05/2013Under Review
AdviceAdvice 55 Change Management - Preparing for Change30/03/201430/03/2014Under Review
AdviceAdvice 66 Classification Scheme Considerations31/10/201431/10/2014Under Review
AdviceAdvice 68 Migrating Records from Network Drives to EDRMS31/08/201531/08/2015Under Review
AdviceAdvice 72 Overview of a Business Classification Scheme development project31/08/201531/08/2015Under Review
GuidelineGuideline 05 Recordkeeping Metadata11/08/201511/08/2015Under Review
TemplateGuideline 05 Template Metadata mapping31/07/201531/07/2015Under Review
  
  
  
  
  
AdviceAdvice 01 Government Employees Responsibilities in Relation to State Records31/07/200531/07/2005Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 4 - Establishing accountability30/03/201430/03/2014Under Review
AdviceAdvice 40 The Role of an Information Asset Owner30/05/201330/05/2013Under Review
AdviceAdvice 49 Recordkeeping for Local Government Councillors30/06/201331/07/2013Under Review
AdviceAdvice 50 Developing a Records Management policy31/08/201331/08/2013Under Review
AdviceAdvice 69 Register of Records Destroyed31/03/201531/03/2015Under Review
ChecklistChecklist How to identify Recordkeeping Requirements in Legislation14/09/201514/09/2015Under Review
GuidelineGuideline 01 Records Management Principles Overview13/07/200513/07/2014Under Review
TemplateAdvice 57 Template Social Media Acceptable Use Policy30/06/201430/06/2014Under Review
  
  
  
  
  
AdviceAdvice 62 Help We are moving31/08/201431/08/2014Under Review
AdviceAdvice 63 Government Administrative Change Part 1 - Management of Records Handbook30/08/201430/08/2014Under Review
AdviceAdvice 63 Government Administrative Change Part 2 - Advice for senior management30/08/201430/08/2014Under Review
AdviceAdvice 65 What to do if your Agency is Closed or Privatised31/07/201431/07/2014Under Review
ChecklistChecklist A Quick Guide to Identifying Records for Transfer during GAC30/08/201430/08/2014Under Review
ChecklistChecklist Data Collection for Transition and Recovery Planning30/08/201430/08/2014Under Review
ChecklistChecklist Government Administrative Change Project Tasks30/08/201430/08/2014Under Review
GuidelineGuideline 03 Managing Recordkeeping Risks during Government Administrative Change31/07/200531/05/2014Under Review
GuidelineGuideline 09 Managing Ministerial Records31/07/200531/03/2014Under Review
GuidelineGuideline 10 Outsourcing of Government Business - Recordkeeping Issues31/07/200530/04/2013Under Review
GuidelineGuideline 14 Privatisation of Government Business - Recordkeeping Issues13/07/200513/07/2005Under Review
GuidelineGuideline 16 Managing Inter-agency Transfer of Personnel Records11/06/200911/06/2009Under Review
GuidelineGuideline 17 Managing risks associated with cloud computing30/11/201028/02/2014Under Review
  
  
  
  
  
AdviceAdvice 25 Management of Backups23/04/201223/04/2012Under Review
AdviceAdvice 26 Disaster Preparedness and Recovery13/06/201213/03/2017Under Review
AdviceAdvice 44 Cloud Computing Information Security Considerations31/01/201431/01/2014Under Review
AdviceAdvice 52 Identifying and Managing Vital Records30/03/201430/03/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 5 - Disaster Management30/06/201430/06/2014Under Review
AdviceAdvice 60 Introduction to Risk Management processes Part 130/09/201430/09/2014Under Review
AdviceAdvice 60 Introduction to Risk Management processes Part 2 - Applying Risk Management Processes30/09/201430/09/2014Under Review
AdviceAdvice 60 Introduction to Risk Management Processes Part 5 - Manage Information Risks during System Migration14/09/201514/09/2015Under Review
GuidelineGuideline 17 Managing risks associated with cloud computing30/11/201028/02/2014Under Review
GuidelineGuideline 25 Managing Information Risk17/09/201417/09/2014Under Review
TemplateAdvice 60 Introduction to Risk Management processes Part 3 - Template Information Risk Register30/09/201430/09/2014Under Review
  
  
  
  
  
AdviceAdvice 32 Implementing Information Security for Information Managers31/07/201331/07/2013Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 1 - Overview31/03/201431/03/2014Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 2 - The Security Classification process30/03/201430/03/2014Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 3 - Security Classification controls30/03/201430/03/2014Under Review
AdviceAdvice 33 Implementing Info Security Classification Part 4 - Establishing accountability30/03/201430/03/2014Under Review
AdviceAdvice 34 Implementing Information Security Classification in EDRMS30/05/201330/05/2013Under Review
AdviceAdvice 35 Implementing Information Security Part 1 - A Step by Step Approach30/11/201330/11/2013Under Review
AdviceAdvice 35 Implementing Information Security Part 2 - Developing an IS Plan30/11/201330/11/2013Under Review
AdviceAdvice 35 Implementing Information Security Part 3 - IS Governance30/11/201330/11/2013Under Review
AdviceAdvice 35 Implementing Information Security Part 4 - IS Policy30/11/201330/11/2013Under Review
AdviceAdvice 44 Cloud Computing Information Security Considerations31/01/201431/01/2014Under Review
AdviceAdvice 67 Tasmanian Government Information Security policy for Local Government30/11/201430/11/2014Under Review
ChecklistChecklist Assessment of your Agencies Current Information Security Practices31/07/201331/07/2013Under Review
ChecklistChecklist Information Security Policy Implementation30/11/201330/11/2013Under Review
TemplateAdvice 35 Template Information Security Policy30/11/201330/11/2013Under Review
  
  
  
  
  
AdviceAdvice 07 Information Rights Management15/07/200915/07/2009Under Review
AdviceAdvice 16 Legal Acceptance of Records30/12/200530/12/2005Under Review
AdviceAdvice 36 Legislative Mapping for Information Managers31/05/201331/05/2013Under Review
ChecklistChecklist How to identify Recordkeeping Requirements in Legislation14/09/201514/09/2015Under Review
GuidelineGuideline 20 Records required for legal proceedings31/12/201231/12/2012Under Review
  
  
  
  
  
AdviceAdvice 14 The Value of Recordkeeping Metadata13/07/20051/06/2015Under Review
AdviceAdvice 17 Recordkeeping by Design14/09/201514/09/2015Under Review
GuidelineGuideline 05 Recordkeeping Metadata11/08/201511/08/2015Under Review
TemplateGuideline 05 Template Metadata mapping31/07/201531/07/2015Under Review
  
  
  
  
  
AdviceAdvice 60 Introduction to Risk Management Processes Part 5 - Manage Information Risks during System Migration14/09/201514/09/2015Under Review
AdviceAdvice 68 Migrating Records from Network Drives to EDRMS31/08/201531/08/2015Under Review
TemplateGuideline 05 Template Metadata mapping31/07/201531/07/2015Under Review
  
  
  
  
  
AdviceAdvice 04 Managing Electronic Communications as Records15/07/200915/07/2009Under Review
AdviceAdvice 44 Cloud Computing Information Security Considerations31/01/201431/01/2014Under Review
GuidelineGuideline 07 Managing Electronic Communications as Records31/07/200931/07/2009Under Review
GuidelineGuideline 17 Managing risks associated with cloud computing30/11/201028/02/2014Under Review
  
  
  
  
  
AdviceAdvice 03 Day Batching of Source Records13/07/20052/01/2013Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 1 - Mail Processing30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 2 - File Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 3 - Access Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 4 - Disposal Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 5 - Disaster Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 6 - Quality Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government Fact Sheet 7 - Resource Management30/06/201430/06/2014Under Review
AdviceAdvice 54 Records Management Toolkit for Local Government30/06/201430/06/2014Under Review
ChecklistChecklist How to identify Recordkeeping Requirements in Legislation14/09/201514/09/2015Under Review
  
  
  
  
  
AdviceAdvice 04 Managing Electronic Communications as Records15/07/200915/07/2009Under Review
AdviceAdvice 22 Records Management Using SharePoint 2010 - considerations30/05/201230/06/2013Under Review
AdviceAdvice 57 Managing Social Media Records Part 1 - Overview30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 2 - Implementing recordkeeping strategies30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 3 - Determine what records need to be kept30/06/201430/06/2014Under Review
AdviceAdvice 57 Managing Social Media Records Part 4 - How to Capture Social Media Records30/06/201430/06/2014Under Review
GuidelineGuideline 07 Managing Electronic Communications as Records31/07/200931/07/2009Under Review
GuidelineGuideline 15 Recordkeeping Strategies for Websites and Web pages31/12/200531/12/2005Under Review
GuidelineGuideline 18 Managing Social Media records30/04/201230/04/2015Under Review
GuidelineGuideline 22 Collaborative Workspaces31/08/201331/08/2013Under Review
TemplateAdvice 57 Template Social Media Acceptable Use Policy30/06/201430/06/2014Under Review
  
  
  
  
  
AdviceAdvice 05 Australian Standard AS ISO 15489 Records Management13/07/200513/07/2005Under Review
AdviceAdvice 14 The Value of Recordkeeping Metadata13/07/20051/06/2015Under Review
  
  
  
  
  
AdviceAdvice 46 Treating Records with Mould30/06/201330/06/2013Under Review
AdviceAdvice 58 Managing your agency's photographs13/06/201413/06/2014Under Review
GuidelineGuideline 11 Physical storage of State Records13/07/200513/07/2005Under Review
GuidelineGuideline 13 Certification for secondary storage providers27/06/201325/11/2014Under Review
GuidelineGuideline 17 Managing risks associated with cloud computing30/11/201028/02/2014Under Review
GuidelineGuideline 19 Digital Preservation formats23/04/201223/04/2012Under Review
GuidelineGuideline 23 Certification for Places of Deposit of State archives31/08/201331/08/2013Under Review