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Records Management

DoD Records Management training covering the Federal Records Act, records lifecycle, disposition schedules, PII in records, email as records, records retention, destruction methods, FOIA, and the Privacy Act. Based on DoDI 5015.02 and 36 CFR Chapter XII.

40 questions and answers — updated 2025/2026
01

What is a federal record?

02

What law governs the management of federal records?

03

What is the records lifecycle?

04

What is a records disposition schedule?

05

What is NARA's role in records management?

06

What is the difference between a record and a non-record?

07

Are emails considered federal records?

08

How should email records be managed?

09

What is the Capstone approach to email management?

10

What is PII and why is it important in records management?

11

What is the Privacy Act of 1974?

12

What is a System of Records Notice (SORN)?

13

What is the Freedom of Information Act (FOIA)?

14

What are the nine FOIA exemptions?

15

What is the proper method for destroying records?

16

What is a litigation hold?

17

What is the DoD Records Management Program instruction?

18

Who is the Records Manager?

19

What is a file plan?

20

What is the GRS (General Records Schedule)?

21

What is a permanent record?

22

What is a temporary record?

23

What are vital records?

24

What is the Electronic Records Management requirement?

25

What is unauthorized disposition of records?

26

What is a records inventory?

27

What is the role of the Records Custodian?

28

How long must financial records generally be retained?

29

What is the difference between records management and information governance?

30

What are the consequences of poor records management?

31

What is a Records Management Application (RMA)?

32

What is the Archivist's authority over records?

33

What is the cutoff for records disposition?

34

Can agencies store records off-site?

35

What is the difference between records transfer and records destruction?

36

What special considerations apply to classified records management?

37

What is a Privacy Impact Assessment (PIA)?

38

What responsibilities do individual employees have for records management?

39

What is the difference between a Privacy Act request and a FOIA request?

40

What is records freeze and when does it apply?

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