Module 3: Transfer Request

1
Module 3Transfer Request
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Learning Objectives

• At the conclusion of this module, you will be
  able to
• Create a new Transfer Request as a Transferring
  Official (Agency)
• Review a Transfer Request as Transfer Staff
  (NARA)
• Submit (Agency) and Approve (NARA) the Transfer
  Request

3
Lesson Numbers

• Create a new Transfer Request as a Transferring
  Official (Agency)
• Review a Transfer Request as Transfer Staff
  (NARA)
• Submit (Agency) and Approve (NARA) the Transfer
  Request

4
Module 3 Transfer Request

• Lesson 1
• Create a new Transfer Request as a Transferring
  Official (Agency)

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Transferring Official Workbench
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Create From Blank
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Blank Transfer Request
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Link to Records Schedule Item
9
Records Schedule Item Search
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Search Results
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Transfer Request Main Screen
1
3
2
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Disposition Authority
13
Record Type
Book Icon
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General Record Type
15
Disposition Code
16
Freeze Code
Book Icon
17
Freeze Codes
18
Level of Service
19
Access Restrictions
20
Access Restriction Choices
21
Specific Access Restrictions
22
Security Classification
23
Special Markings
24
Statutory Citation and Remaining Fields
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Save Successful
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Module 3 Transfer Request

• Lesson 2
• Review a Transfer Request as Transfer Staff (NARA)

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Transfer Detail Tab Full Screen
28
Transfer Details General
29
Current Physical Location Agency
30
Current Physical Location Custodial Unit
31
Destination Physical Location Agency
32
Destination Physical Location Custodial Unit
33
Transfer Method
34
Electronic Records by Electronic Means
35
Electronic Records on Physical Media
Check Box
36
Actions Icons and Menu
37
Electronic Records Media Details
38
Physical Transfer of Non-Electronic Records
Menu and Icons
Record Types
39
Example with Record Types
40
Containers
41
Container Options
42
Containers Completed
Containers
Cubic Feet
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Contact Information
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Original Order Tab Full Screen
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Application Managed Records
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File System Managed Records
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Module 3 Transfer Request

• Lesson 3
• Submit (Agency) and Approve (NARA) the Transfer
  Request

48
Submit Transfer Request
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Submission Successful
50
Transfer Staff Review
51
Additional Shipments
52
Approve Transfer Request
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Transferring Officials Workbench
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Notification of Transfer Location
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Conclusion

• At the conclusion of this module, you are able
  to
• Create a new Transfer Request as a Transferring
  Official (Agency)
• Review a Transfer Request as Transfer Staff
  (NARA)
• Submit (Agency) and Approve (NARA) the Transfer
  Request