Older guidelines and advice

These are our older publications, and they do not comply with accessibility requirements as per the Tasmanian Government Brand Identity and Communications Policy. Please refer to our new Framework as many of the publications below have been replaced. Please contact us if you have questions.

We know that many of our clients refer to our Guidelines in their policies and procedures. As we release new Standards, we will provide an overview to help you update your documentation. Current overviews are listed on the Framework page and to the right.

Understanding our older Records Management publications

Guideline: A defined set of mandatory guidelines, 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.

Advice: General advice 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 us

Overview documents (Replacements)

Information and Records Management Standard – Overview

Physical Storage Technical Standard – Overview

Digitisation Standard and Digitisation Toolkit – Overview

Older Advices and Guidelines

Advice	Advice 02 All about Appraisal	Appraisal	28/02/2015	28/02/2015
Advice	Advice 03 Day Batching of Source Records	Digitisation, RM Operations	13/07/2005	02/01/2013
Advice	Advice 04 Managing Electronic Communications as Records	Digital Recordkeeping, Mobile, Social Business	15/07/2009	15/07/2009
Advice	Advice 05 Australian Standard AS ISO 15489 Records Management	EDRMS Implementation, Standards	13/07/2005	13/07/2005
Advice	Advice 06 Information Classification tools	Business Analysis, EDRMS Implementation	13/07/2005	31/08/2014
Advice	Advice 07 Information Rights Management	Legal	15/07/2009	15/07/2009
Advice	Advice 08 Microfilm Reproductions of State Records	Digitisation	13/07/2005	13/07/2005
Advice	Advice 09 Disposal of Scheduled Records	Disposal	13/07/2005	13/07/2005
Advice	Advice 10 Disposal of Unscheduled Records	Disposal	13/07/2005	18/05/2012
Advice	Advice 11 Short term Retrieval of State Records	Access + Transfer	13/07/2005	17/05/2017
Advice	Advice 12 Preparing hard copy records for transfer to the Tasmanian Archive + Heritage Office	Access + Transfer, Disposal	30/11/2013	30/11/2013
Advice	Advice 13 Writing Disposal Classes	Appraisal, Disposal	13/07/2005	13/07/2005
Advice	Advice 14 The Value of Recordkeeping Metadata	Business Systems, Digital Recordkeeping, EDRMS Implementation, Metadata, Standards	13/07/2005	01/06/2015
Advice	Advice 15 Transfer and Provision of Access to Cabinet Records	Access + Transfer	26/09/2005	26/09/2005
Advice	Advice 16 Legal Acceptance of Records	Legal	30/12/2005	30/12/2005
Advice	Advice 17 Recordkeeping by Design	Business Systems, Metadata	14/09/2015	14/09/2015
Advice	Advice 18 Managing Records in Business Systems – Overview	Business Systems	30/05/2014	30/05/2014
Advice	Advice 18 Managing Records in Business Systems Part 1 – Checklist for decommissioning bus systems	Business Systems	30/05/2014	30/05/2014
Advice	Advice 18 Managing Records in Business Systems Part 2 – Assessing recordkeeping functionality	Business Systems	30/05/2014	30/05/2014
Advice	Advice 18 Managing Records in Business Systems Part 3 – Sentencing scheduled records	Business Systems	30/05/2014	30/05/2014
Advice	Advice 18 Managing Records in Business Systems Part 4 – Appraisal of unscheduled records	Business Systems	30/05/2014	30/05/2014
Advice	Advice 18 Managing Records in Business Systems Part 5 – Improving recordkeeping functionality	Business Systems	30/05/2014	30/05/2014
Advice	Advice 20 Managing change in EDRMS implementation projects	EDRMS Implementation	30/11/2007	31/10/2014
Advice	Checklist Selecting Records for Digitisation	Digitisation	28/04/2015	11/05/2015
Advice	Advice 21 Plan before you scan	Digitisation	12/05/2015	12/05/2015
Advice	Advice 22 Records Management Using SharePoint 2010 – considerations	Digital Recordkeeping, EDRMS Implementation, Social Business	30/05/2012	30/06/2013
Advice	Advice 23 Government agencies using records in the History Room	Access + Transfer	14/05/2012	14/05/2012
Advice	Advice 24 How to manage 3½ and 5¼ inch discs	Digital Recordkeeping	23/04/2012	11/12/2012
Advice	Advice 25 Management of Backups	Disaster Recovery, Information Risk	23/04/2012	23/04/2012
Advice	Advice 26 Disaster Preparedness and Recovery	Disaster Recovery, Information Risk	13/06/2012	13/03/2017
Advice	Advice 27 Managing Email	Business Systems, Digital Recordkeeping	31/10/2012	31/10/2012
Advice	Advice 28 Getting Started on the Development of an Agency Functional Disposal Schedule	Appraisal, Disposal	30/11/2012	30/11/2012
Advice	Advice 29 Advice for Agencies on Managing Legacy Records	Appraisal, Disposal	30/11/2012	30/11/2012
Advice	Advice 30 Digitisation Dilemmas	Digitisation	28/02/2013	28/02/2013
Advice	Advice 31 Managing Records of Projects	Business Analysis, Digital Recordkeeping	30/04/2013	30/04/2013
Advice	Advice 32 Implementing Information Security for Information Managers	Information Security	31/07/2013	31/07/2013
Advice	Advice 33 Implementing Info Security Classification Part 1 – Overview	Business Analysis, Information Security	31/03/2014	31/03/2014
Advice	Advice 33 Implementing Info Security Classification Part 2 – The Security Classification process	Business Analysis, Information Security	30/03/2014	30/03/2014
Advice	Advice 33 Implementing Info Security Classification Part 3 – Security Classification controls	Business Analysis, Information Security	30/03/2014	30/03/2014
Advice	Advice 33 Implementing Info Security Classification Part 4 – Establishing accountability	Governance, Information Security	30/03/2014	30/03/2014
Advice	Advice 34 Implementing Information Security Classification in EDRMS	EDRMS Implementation, Information Security	30/05/2013	30/05/2013
Advice	Advice 35 Implementing Information Security Part 1 – A Step by Step Approach	Information Security	30/11/2013	30/11/2013
Advice	Advice 35 Implementing Information Security Part 2 – Developing an IS Plan	Information Security	30/11/2013	30/11/2013
Advice	Advice 35 Implementing Information Security Part 3 – IS Governance	Information Security	30/11/2013	30/11/2013
Advice	Advice 35 Implementing Information Security Part 4 – IS Policy	Information Security	30/11/2013	30/11/2013
Advice	Advice 36 Legislative Mapping for Information Managers	Appraisal, Business Analysis, Legal	31/05/2013	31/05/2013
Advice	Advice 37 Keeping Digital Records Accessible	Access + Transfer, Digital Recordkeeping	31/05/2013	31/05/2013
Advice	Advice 38 Information Asset owner and Digital Continuity	Disaster Recovery	31/07/2013	31/07/2013
Advice	Advice 39 Developing an Information Asset Register	Business Analysis	30/05/2013	30/05/2013
Advice	Advice 40 The Role of an Information Asset Owner	Governance	30/05/2013	30/05/2013
Advice	Advice 41 Managing Records on Shared Network Drives	Digital Recordkeeping	30/06/2013	30/06/2013
Advice	Advice 42 Structuring Shared Network Drives for Recordkeeping	Digital Recordkeeping	30/05/2013	30/05/2013
Advice	Advice 44 Cloud Computing Information Security Considerations	Digital Recordkeeping, Information Risk, Information Security, Mobile	31/01/2014	31/01/2014
Advice	Advice 46 Treating Records with Mould	Disaster Recovery, Storage	30/06/2013	30/06/2013
Advice	Advice 49 Recordkeeping for Local Government Councillors	Governance	30/06/2013	31/07/2013
Advice	Advice 50 Developing a Records Management policy	Governance	31/08/2013	31/08/2013
Advice	Advice 52 Identifying and Managing Vital Records	Disaster Recovery, Information Risk	30/03/2014	30/03/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 1 – Mail Processing	RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 2 – File Management	RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 3 – Access Management	RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 4 – Disposal Management	Disposal, RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 5 – Disaster Management	Disaster Recovery, Information Risk, RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 6 – Quality Management	RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government Fact Sheet 7 – Resource Management	RM Operations	30/06/2014	30/06/2014
Advice	Advice 54 Records Management Toolkit for Local Government	RM Operations	30/06/2014	30/06/2014
Advice	Advice 55 Change Management – Preparing for Change	EDRMS Implementation	30/03/2014	30/03/2014
Advice	Advice 56 Management of Digital Records on a Shoestring Budget	Digital Recordkeeping	30/04/2014	30/04/2014
Advice	Advice 57 Managing Social Media Records Part 1 – Overview	Digital Recordkeeping, Social Business	30/06/2014	30/06/2014
Advice	Advice 57 Managing Social Media Records Part 2 – Implementing recordkeeping strategies	Digital Recordkeeping, Social Business	30/06/2014	30/06/2014
Advice	Advice 57 Managing Social Media Records Part 3 – Determine what records need to be kept	Digital Recordkeeping, Social Business	30/06/2014	30/06/2014
Advice	Advice 57 Managing Social Media Records Part 4 – How to Capture Social Media Records	Digital Recordkeeping, Social Business	30/06/2014	30/06/2014
Advice	Advice 58 Managing your agency's photographs	Storage	13/06/2014	13/06/2014
Advice	Advice 60 Introduction to Risk Management processes Part 1	Information Risk	30/09/2014	30/09/2014
Advice	Advice 60 Introduction to Risk Management processes Part 2 – Applying Risk Management Processes	Information Risk	30/09/2014	30/09/2014
Advice	Advice 60 Introduction to Risk Management Processes Part 5 – Manage Information Risks during System Migration	Business Systems, Information Risk, Migration	14/09/2015	14/09/2015
Advice	Advice 60 Introduction to Risk Management Processes Part 4 – Identifying Information	Information Risk	01/10/2015	30/12/2025
Advice	Advice 61 How to review your records holdings	Business Analysis	31/08/2014	31/08/2014
Advice	Advice 62 Help We are moving	Government Administration + Change	31/08/2014	31/08/2014
Advice	Advice 63 Government Administrative Change Part 1 – Management of Records Handbook	Government Administration + Change	30/08/2014	30/08/2014
Advice	Advice 63 Government Administrative Change Part 2 –	Government Administration + Change	30/08/2014	30/08/2014
Advice	Advice 65 What to do if your Agency is Closed or Privatised	Government Administration + Change	31/07/2014	31/07/2014
Advice	Advice 66 Classification Scheme Considerations	Business Analysis, EDRMS Implementation	31/10/2014	31/10/2014
Advice	Advice 67 Tasmanian Government Information Security policy for Local Government	Information Security	30/11/2014	30/11/2014
Advice	Advice 69 Register of Records Destroyed	Disposal, Governance	31/03/2015	31/03/2015
Advice	Advice 72 Overview of a Business Classification Scheme development project	Business Analysis, EDRMS Implementation	31/08/2015	31/08/2015
Checklist	Advice 18 Managing Records in Business Systems – Questions for vendors when selecting new business systems	Business Systems	30/05/2014	30/05/2014
Checklist	Checklist A Quick Guide to Identifying Records for Transfer during GAC	Government Administration + Change	30/08/2014	30/08/2014
Checklist	Checklist Data Collection for Transition and Recovery Planning	Government Administration + Change	30/08/2014	30/08/2014
Checklist	Checklist Government Administrative Change Project Tasks	Government Administration + Change	30/08/2014	30/08/2014
Checklist	Checklist How to identify Recordkeeping Requirements in Legislation	Business Analysis, Governance, Legal, RM Operations	14/09/2015	14/09/2015
Checklist	Checklist Information Security Policy Implementation	Information Security	30/11/2013	30/11/2013
Checklist	Checklist Selecting Records for Digitisation	Digitisation	12/05/2015	12/05/2015
Checklist	Checklist Testing for Continuity of a Digital Information Asset	Disaster Recovery	31/07/2013	31/07/2013
Form	Advice 18 Assessment tool – Measuring Recordkeeping compliance in Business Systems	Business Systems	30/05/2014	30/05/2014
Guideline	Guideline 01 Records Management Principles Overview	Governance	18/12/2020	18/12/2020
Guideline	Guideline 02 Retention and Disposal of State Records	Disposal	13/07/2005	04/06/2015
Guideline	Guideline 03 Managing Recordkeeping Risks during Government Admin Change	Government Administration + Change	31/07/2005	31/05/2014
Guideline	Guideline 04 Agency Determination of Access Restrictions	Access + Transfer	31/07/2005	31/07/2005
Guideline	Guideline 05 Recordkeeping Metadata	Digital Recordkeeping, EDRMS Implementation, Metadata	11/08/2015	11/08/2015
Guideline	Guideline 06 Developing a Functional Records Disposal Schedule	Disposal	13/07/2005	01/03/2015
Guideline	Guideline 07 Managing Electronic Communications as Records	Digital Recordkeeping, Mobile, Social Business	31/07/2009	31/07/2009
Guideline	Guideline 09 Managing Ministerial Records	Government Administration + Change	31/07/2005	31/03/2014
Guideline	Guideline 10 Outsourcing of Government Business – Recordkeeping Issues	Government Administration + Change	31/07/2005	30/03/2013
Guideline	Guideline 11 Physical storage of State Records	Storage	13/07/2005	31/07/2005
Guideline	Guideline 12 Short Term Retrieval of State Archives	Access + Transfer	13/07/2005	13/07/2005
Guideline	Guideline 13 Certification for secondary storage providers	Storage	27/06/2013	25/11/2014
Guideline	Guideline 14 Privatisation of Government Business – Recordkeeping Issues	Government Administration + Change	13/07/2005	13/07/2005
Guideline	Guideline 15 Recordkeeping Strategies for Websites and Web pages	Digital Recordkeeping, Social Business	31/12/2005	31/12/2005
Guideline	Guideline 16 Managing Inter-agency Transfer of Personnel Records	Access + Transfer, Government Administration + Change	11/06/2009	11/06/2009
Guideline	Guideline 17 – Managing risks associated with cloud computing	Digital Recordkeeping, Government Administration + Change, Information Risk, Mobile, Storage	30/11/2010	28/02/2014
Guideline	Guideline 18 Managing Social Media records	Digital Recordkeeping, Social Business	30/04/2012	30/04/2015
Guideline	Guideline 20 Records required for legal proceedings	Legal	31/12/2012	31/12/2012
Guideline	Guideline 21 Approved destruction methods for State records	Disposal	08/04/2013	08/04/2013
Guideline	Guideline 22 Collaborative Workspaces	Digital Recordkeeping, Social Business	31/08/2013	31/08/2013
Guideline	Guideline 25 Managing Information Risk	Information Risk	17/09/2014	17/09/2014
Guideline	Guideline 19 Digital Preservation Formats	Digitisation	23/04/2012	04/06/2015
Guideline	Guideline 08 Digitisation and Disposal of Source Records	Digitisation	13/07/2005	17/03/2015
Guideline	Guideline 08 Application to dispose of Permanent records – WITHDRAWN	Disposal	10/04/2015	21/10/2024
Guideline	Guideline 23 Certification for Places of Deposit of State archives	Deposit of State archives	01/08/2013
Template	Advice 35 Template Information Security Policy	Information Security	30/11/2013	30/11/2013
Template	Advice 41 Template Sample procedures for staff managing shared drives	Digital Recordkeeping	30/06/2013	30/06/2013
Template	Advice 57 Template Social Media Acceptable Use Policy	Digital Recordkeeping, Governance, Social Business	30/06/2014	30/06/2014
Template	Advice 60 Introduction to Risk Management processes Part 3 – Template Information Risk Register	Information Risk	30/09/2014	30/09/2014
Template	Guideline 05 Template Metadata mapping	Business Systems, Digital Recordkeeping, EDRMS Implementation, Metadata, Migration	31/07/2015	31/07/2015

Information Management Framework

Retention and Disposal

Old Guidelines and Advice

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Older guidelines and advice

Overview documents (Replacements)