Available dates
- 01/13/2026 | 1:00 PM - 3:00 PM EST
- 04/21/2026 | 1:00 PM - 3:00 PM EST
Overview
Seminar Overview (live online)
Who should attend: Records Unit staff and others charged with records management
This foundational course introduces participants to the principles and practices of records retention schedules. It explains why retention schedules are essential for legal compliance, operational efficiency, and effective records management. Participants will gain a working knowledge of how to apply retention rules to various types of records, ensuring that documents are kept for the correct length of time and disposed of appropriately.
Upon registering, you’ll receive a link to join the webinar with instructions. Check your junk mail folder in case you don’t see it.
course material
Included materials
Materials will be provided for download during the webinar including:
- Course slides
- Articles of interest
- Course certificate
Optional Materials For Purchase and Download When You Register
Records Employee Performance Improvement Plans on-demand $49
Improving employee performance and resolving “issues” comes down to having quantifiable accountability measures. Learn how to develop and implement an employee performance improvement plan (PIP) in this interactive, self-paced course. The course includes downloadable sample PIP’s and forms for tracking performance. Learn about the “Meeting” and importance of notifying employees of deficient performance, developing performance standards, tracking key performance indicators (KPI), how to initiate a PIP, documenting performance and conversation points, and what to say and how to say it.
Customizable Departmental NIBRS Report Writing Manual $195
Get officers, supervisors, and records personnel on the same page with writing reports according to NIBRS standards. A comprehensive manual which can be customized to your existing policies and procedures. Preview here.
- NIBRS data elements and definitions
- Report writing standards
- Scenarios for officers
- Supervisor responsibilities
- Report review & correction policy
- Situations requiring a report
- By the end of shift policy
- How many reports do I write? (Time and Place Rule, Acting in Concert, Hotel Rule)
- How crimes are counted
- Clearing cases by exception
- Unfounding cases
- Error-tracking and performance metrics
Records Unit and Records Management Policies $9.99
Drafting policy isn’t easy, but ours makes it a whole lot better. Written for today’s modern operations, these 2 policies establish S.O.P. for records management and for records unit operations. Insert your state’s statutory references and agency protocols. Preview them here.
pricing
Checks, credit cards, PO’s accepted. Payment information is provided during the registration process.
DISCOUNTED PRICING
One person: $149
2nd person 25% off: $111.75
3rd person 35% off: $96.85
4th person (or more) 50% off: $74.50 each
Each person registered will receive a certificate.
Please note, the price for training is per-person. While it’s possible for multiple people to view the training online, the format of the training doesn’t change the value of the knowledge learned by each attendee. Just as if the seminar was in-person, we ask that you register each person who plans on participating and receiving the information that will be provided. Thank you.
Records Retention Schedules 101
A primer on interpreting and applying records retention schedules to records management.
DISCOUNTED PRICING
2nd person 25% off $111.75
3rd person 35% off $96.85
4th person (or more) 50% off $74.50
We recommend these companion courses:
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Managing FIRE/EMS Records On-Demand
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Writing Reports NIBRS Style
Compliance with NIBRS requires a new approach to report writing. Learn the nuances of writing reports according to this standard.
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Calculating How Many Personnel You Need in Records
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Crime Stats & NIBRS for the Police Executive On-Demand
This is a recording of a previous live presentation of the webinar. Learn what you need to know to understand, explain, review, and report your crime statistics correctly. You will be able to start/stop the video as needed and will receive a link to view it after purchase.
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Records Management in Your State: Legal Requirements and Best Practices for Law Enforcement (State-Specific)
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AI in Law Enforcement: Ethical, Accurate, and Accountable Use in Reporting and Public Records
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Redacting and Releasing Law Enforcement Reports (State-Specific)
This seminar will provide agency personnel with hands-on experience identifying and redacting law enforcement reports, including discretionary release of investigative information. State-Specific 2-hours.
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Public/Open Records for Law Enforcement (State-Specific)
Start here if you would like to learn more about your state’s statutes, attorney general opinions and court decisions related to releasing law enforcement information found in incident and offense reports, investigative records, and law enforcement recordings such as dash camera and BWC videos. State-Specific 4-hours. See our BWC Video Release and Redaction course for hands on application of redactions training, and detailed review of legislative requirements for video records.
Approved for 4 hours of Legal Studies for MO POST (Control #30457).
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Government Leadership Course Bundle
Take your leadership skills to the next level by purchasing our complete Leadership Trilogy series. Instead of paying $299 per course, you can get access to all three for only $649.
$649.00
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Government Executive Leadership
This course is designed to strengthen the strategic leadership skills of executive leaders and managers focusing on developing individual and organizational competencies for effective communication, negotiation, and influencing team dynamics. 1-day.
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