Federal Records Inventory Worksheet (Records Liaison)

Worksheet for records liaisons to inventory record series by office, media, volume, and applicable General Records Schedule or agency schedule item.

Inventory Scope

• Office / Program Name
• Records Liaison Name
• Inventory Period Start
• Inventory Period End
• Inventory Purpose
• If Other, describe the purpose

Record Series Inventory

• Record Series Inventory
• Primary Media Type
  Select all media types that apply to the inventory entry.
• If Other, specify media type
• Record Series Title
• Record Series Description

Volume and Retention Details

• Estimated Volume
  Enter the estimated amount for this record series.
• Volume Unit
• Schedule Type
• Applicable GRS or Agency Schedule Item
  Provide the schedule citation or item number if known.
• Does this series require retention review?
• Retention Notes

Location, Custody, and Access

• Physical or System Location
• Current Custodian Role
• Access Restrictions
• If Other, describe access restrictions

Review and Certification

• I certify that this inventory is complete and accurate to the best of my knowledge.
• Reviewer Name
• Review Date
• Follow-Up Actions Needed
• What happens after I submit