Begin with the End in Mind: A Records Management & Archives ...

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RECORDS SERIES EXAMPLES District Files Records concerning or created/maintained in district offices regarding matters of local district importance. RECORDS MANAGEMENT SUGGESTIONS District Files Some legislators maintain a separate series of district files; others integrate district materials into their broader correspondence and subject files. File into series according to legislative session. 20
Function: CONSTITUENT SERVICES The records created in support of this function directly reflect the views, goals, and needs of constituents in the legislator's home district. This series provides a revealing and human look at a legislator's efforts to aid his/her constituents. Many legislators spend as much time and effort assisting constituents as developing policy and passing legislation. BUSINESS PROCESSES RECORDS SERIES EXAMPLES RECORDS MANAGEMENT SUGGESTIONS Casework and constituent services require substantial amounts of work and staff time for: Processing and logging a high volume of mail in the Correspondence Management System or other system. Managing and maintaining a response library. Generating statistical reports. Responding to constituent policy "issue" mail/e-mails. Responding to and coordinating constituent requests for assistance. Correspondence and E-mail Letters and attachments passing between the legislators, citizens of Texas and the public at large. The correspondence may respond to legislative requests for information; requests for assistance from a legislator; concerns or opinions regarding proposed or pending legislation or state, local or national issues. Issue Correspondence and E-mail Many offices establish a central file for incoming letters. These letters should be logged into the Correspondence Management System, indexed according to the subject of the letter, and assigned a system-generated index number used for filing. Original letters should be retained. Offices should generate and maintain a list of common subject and indexing terms in order to maintain consistency. The office should electronically backup the CMS files and run reports each legislative session. E-mail messages should be logged into the Correspondence Management System, printed onto paper and filed similarly to letters. 21
Page 3 and 4: Table of Contents Introduction Your
Page 5 and 6: Introduction Your Records are Impor
Page 7 and 8: Archives and Information Services D
Page 9 and 10: Your records are unique, just as yo
Page 11 and 12: Creation of Records • Legislator
Page 13 and 14: Electronic Records Born-digital rec
Page 15 and 16: Please visit the Texas State Librar
Page 17 and 18: Function: LEGISLATIVE ACTIVITIES/ L
Page 19: RECORDS SERIES EXAMPLES Committee a
Page 23 and 24: Function: PRESS and PUBLIC RELATION
Page 25 and 26: 4.4 Maintenance Adequate storage sp
Page 27 and 28: Senate The records of state senator
Page 29 and 30: 5.2.1.2.b Preparing records for sto
Page 31 and 32: 5.2.2 For records being held at the
Page 33 and 34: 5.3.2 Public disclosure and confide
Page 35 and 36: Texas Stories Chapter 6 Archival Cu
Page 37 and 38: Whenever possible, archivists try t
Page 39 and 40: excepted information, and if the pa
Page 41 and 42: Appendix A Contacts-at-a-Glance Jel
Page 43 and 44: Legislative Reference Library State
Page 45 and 46: Numbering Boxes for Pick-up and Sto
Page 47 and 48: Appendix C Regional Historical Reso
Page 49 and 50: Tarleton State University Dick Smit
Page 51 and 52: University of Texas of the Permian
Page 53 and 54: Statement of Intent under Texas Gov
Page 55 and 56: Statement of Intent under Texas Gov
Page 57 and 58: Appendix E Bibliography The followi
Page 59: Appendix F About this manual Amy E.

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