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Training

Training

The Records Management Program provides a variety of training opportunities to King County employees.




Live Demos

Boost your knowledge about Content Manager and other records management hot topics with these live demos.

Click the link below to register for each demo you plan to attend. If you experience issues registering to any of the below sessions, we recommend that you follow these troubleshooting tips.

Demo Topic & Registration link Date & Time
Content Manager (CM): Filing Electronic RecordsApril 4, 2024 | 9am-10am
Content Manager (CM): SearchingApril 9, 2024 | 10am-11am
Email ManagementApril 23, 2024 | 9am-10am

Recordings of Past Demos - general records management topics

Cutoff Dates - 6/8/2023 (1 hour)
Email Management - 11/2/2023 (1 hour)
End of Year Cleanup - 12/20/2023 (1 hour)
File Plans - 3/23/2023 (1 hour)
Folder Structures - 4/27/2023 (1 hour)
Managing Records in OneDrive - 11/1/2022 (1 hour)
Managing Records in SharePoint or Teams - 8/22/2023 (1 hour)
Naming Conventions - 8/9/2022 (1 hour)
Share Drive Cleanup - 8/10/2023 (1 hour) 
Transitory Records - 9/28/2023 (30 minutes)
Using Retention Schedules - 11/28/2023 (1 hour)

Recordings of Past Demos - Content Manager (CM)

Content Manager (CM): Cleanup Tasks - 12/21/2022 (1 hour)
Content Manager (CM): Digital Folders - 3/9/2023 (1 hour)
Content Manager (CM): Document Queues - 4/11/2023 (1 hour)
Content Manager (CM): Filing Electronic Records - 12/13/2023 (1 hour)
Content Manager (CM): Filing from SharePoint and Teams - 6/21/2022 (1 hour)
Content Manager (CM): Filing Emails from Outlook - 7/21/2022 (1 hour)
Content Manager (CM): General Navigation - 10/17/2023 (1 hour)
Content Manager (CM): Opening, Exporting and Sharing Records - 9/13/2022 (1 hour)
Content Manager (CM): Searching - 7/13/2023 (1 hour)
Content Manager (CM): Use Cases - 9/27/2022 (1 hour)
Content Manager (CM): What and When to File - 5/10/2022 (1 hour)

Also, check out our short (5 minutes or less) pre-recorded demos about how to perform specific tasks in Content Manager (CM).

Records Management Training

The below classes are available online to all King County employees via Neogov (the KC eLearning portal).


Class Title Intended Audience  Duration
Basic Records Management All King County employees

15 minutes

Records Management Essentials
for Managers and Supervisors

(DHR Supervisors Nuts & Bolts series)
King County Managers and Supervisors 10 minutes
Basic Records Management
for Elected Officials
Elected Officials 15 minutes
Disposition Authority Training
This class is not in Neogov. Instead this is a recording of a live class.
Disposition Authorities 1.5 hours

Instructions for Accessing the Courses On this Page

1. Click one of the options below to open the course in KC eLearning.
2. Click Enroll
3. Click Start to launch the course

You can also watch a video on how to search for training in KC eLearning.

The below classes are available online to all King County employees via the KC eLearning portal.

Note! Content Manager was upgraded on October 29, 2021. The courses below were built with the previous version, which has some very minor interface changes but the processes described in these trainings are identical.


Class Title and Link Intended Audience  Duration
Content Manager - Digital Folders All King County employees 30 minutes
Content Manager - Filing E-Records
All King County employees 30 minutes
Content Manager - Searching
All King County employees 30 minutes
Content Manager - Physical Records
Records Management Leads 30 minutes

Instructions for Accessing the Courses On this Page

1. Click one of the options below to open the course in KC eLearning.
2. Click Enroll
3. Click Start to launch the course

You can also watch a video on how to search for training in KC eLearning.

Supplemental job aids and other training materials documenting all processes are available on the Job Aids page.

Related Training Offered by Other County Agencies

The below training opportunities are not offered by Records Management, but are resources about related topics from other county agencies.


Training Title

Format

Offered by

KCIT Training Hub
(SharePoint, Teams, Zoom, and more)

Online

KCIT

Looking for Records?

King County Archives - historical county records
Recorder's Office - recorded documents
Vital Statistics - birth and death records
Find Public Records - various county records
Public Records Program - submit a public disclosure request

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