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Run: Federal Records Inventory Worksheet (Records Liaison)

Use this Federal Records Inventory Worksheet to capture each record series by office, media, volume, retention schedule, location, and access limits before r...

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Inventory Scope

Office / Program Name (required)

Records Liaison Name (required)

Inventory Period Start (required)

Inventory Period End (required)

Inventory Purpose (required)

If Other, describe the purpose

Record Series Inventory

Record Series Inventory (required)

Primary Media Type (required)

Select all media types that apply to the inventory entry.

If Other, specify media type

Record Series Title (required)

Record Series Description

Volume and Retention Details

Estimated Volume (required)

Enter the estimated amount for this record series.

Volume Unit (required)

Schedule Type (required)

Applicable GRS or Agency Schedule Item

Provide the schedule citation or item number if known.

Does this series require retention review? (required)

Retention Notes

Location, Custody, and Access

Physical or System Location (required)

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. (required)

Yes No N/A

Reviewer Name

Review Date

Follow-Up Actions Needed

What happens after I submit

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Email (required)

Your name (optional)

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