Revised Training Materials for ERA 2.0

NARA's Electronic Records Archives (ERA) 2.0 has recently seen an update in its job aids and resources, providing users with comprehensive guidance on various tasks within the system.

The latest additions include job aids such as "Approving Official - How to Reassign a Transfer Request," which explains the process of reassigning a Transfer Request in ERA 2.0, updated on 6/6/2024. Another useful resource is the job aid "How to Search for a Missing Draft Records Schedule - Record Scheduler Role," designed to help Records Schedulers locate a missing draft schedule in NARA's ERA 2.0, updated on 8/6/2024.

Users will also find valuable information in the job aid "How to Reposition Items in a Records Schedule," which offers guidance on repositioning records schedule items in NARA's ERA 2.0, updated on the same date (8/6/2024).

For those looking to add disposition instructions to their records, the job aids "How to Add Disposition Instructions for Permanent Records" and "How to Add Disposition Instructions for Temporary Records" provide step-by-step instructions, both updated on 8/6/2024.

In addition to these, users can benefit from the job aid "How to Add Attachments to a Transfer Request" and "How to Add Attachments" to records schedules, both updated on 6/5/2024 and 8/6/2024, respectively.

The job aid "Approving Official - How to Find a Missing Transfer Request" is another useful resource for Approving Officials, helping them locate a missing Transfer Request in ERA 2.0, updated on 6/5/2024.

For a more visual experience, system demos such as the "Agency Scheduler Home Page Demo" and "Certifying and Approving Officials Homepage Demo" are available on the YouTube site, providing a walkthrough of more complex tasks.

The materials are categorised as full-task guidance, partial-task guidance, system demos, and additional resources. Full-task guidance offers step-by-step instructions for completing a full task, such as creating a Records Schedule. Partial-task guidance provides instructions for discrete tasks within a full task, such as creating and editing items. Additional Resources are provided to assist users in becoming familiar with the interface and workflow.

A document titled "Access System & Log in" provides step-by-step guidance on how to get access to and log in to NARA's ERA 2.0 System. Users will also find job aids like "How to Create a Transfer Request," "How to Create and Edit Groups," and "How to Create a Records Schedule" that offer step-by-step instructions for these tasks, updated on various dates between 2/7/2025 and 5/6/2025.

The job aids "The General Information Tab," "The Preview and Submit Tab," and "The History & Activity Log" provide guidance on completing and reviewing information within these tabs in ERA 2.0, updated on 8/6/2024.

For those involved in the transfer of records, the job aids "How to Submit a Transfer Request for Agency Approval," "How to View the History and Activity Log for a Transfer Request," and "Agency Approving Official - How to Locate a Transfer Request" offer valuable insights, updated on 6/5/2024.

The job aid "Approving Official - How to Review a Transfer Request for NARA's Annual Move" explains the process of reviewing a Transfer Request for NARA's Annual Move in ERA 2.0, updated on 6/5/2024. Lastly, the job aid "How to Create a New Schedule Item" offers guidance on creating a new records schedule item in ERA 2.0, updated on 10/25/2024.

These materials are designed for users who enter and manage records schedules and transfer requests in ERA 2.0. With these resources at their disposal, users can now navigate and utilise ERA 2.0 more efficiently and effectively.