Implementing the actions on this page will help your agency implement fit-for-purpose information management processes, practices and systems that meet identified needs for information asset creation, use and re-use. This is a requirement of the Building trust in the public record policy.
We have provided resources to help you meet each of the policy actions.
Actions and resources
Action 9: Manage all digital information assets created from 1 January 2016, digitally. Information assets created digitally from this date, that are eligible for transfer to the National Archives, will be accepted in digital format only
This is a mandatory action.
Resources:
- Developing an information management policy. Advice updated June 2021.
 - Information management policy template. Advice updated March 2022.
 - Digital authorisations and workflows.
 - Digital authorisations framework (PDF 2.1 MB).
 - Retaining, managing and disposing of data and datasets.
 
Action 10: Ensure business systems, including whole-of-government systems, meet minimum metadata and other functional requirements for information management. This includes ensuring systems have import and export capability
Resources:
- Business System Assessment Framework (BSAF).
 - Electronic document and records management systems. Advice added September 2022.
 - Classifying information. Advice updated October 2024
 - Develop a Business or Records Classification Scheme. Advice released October 2024.
 - Using Business and Records Classification Advice. released October 2024.
 - Australian Government Recordkeeping Metadata Standard (AGRkMS).
 - Metadata for the web. Advice released July 2023.
 - AGLS Metadata Standard. This resource was de-commissioned in December 2023.
 - Australian Government Metadata Validator. Withdrawn in December 2023.
 - AGLS user guide. Withdrawn in December 2023.
 - Australian Government Metadata Generator. Withdrawn in December 2023.
 - Managing social media and instant messaging. Advice updated February 2023.
 - Metadata for interoperability.
 - Minimum metadata set. Advice updated June 2022.
 - Metadata management. Advice released September 2021. Updated June 2022 with accompanying advice on developing a business glossary.
 - Metadata eLearning module. Resource released September 2021.
 - Metadata for Information Assets eLearning module. Resource released November 2023.
 - Managing records in Microsoft 365. Advice released February 2022.
 
Action 11: Contribute to interoperability programs by ensuring that metadata management, migration and disposal functionality meet information management requirements
Resources:
- Building interoperability.
 - Interoperability development phases resource (PDF 1.4 MB).
 - Interoperability scenarios (PDF 2.4 MB).
 - Data Interoperability Maturity Model (DIMM).
 - DIMM assessment tool (PDF 5.3 MB).
 - Comparing the Data Interoperability Maturity Mode with the Data Maturity Assessment Tool. Released July 2024
 - Archival Control Model (ACM).
 - Australian Governments' Interactive Functions Thesaurus (AGIFT).
 - Minimum metadata set. Advice updated June 2022.
 - Metadata management. Advice released September 2021. Updated June 2022 with accompanying advice on developing a business glossary.
 - Mapping the ONDC and National Archives' metadata requirements. Resource released February 2023.
 
Action 12: Implement strategies, including storage and preservation strategies, for the management of all information assets
Resources:
- Electronic document and records management systems. Advice added September 2022.
 - Storing information.
 - Cloud computing and information management.
 - Outsourcing digital storage.
 - Records management risk assessment template (PDF 214 KB).
 - Data management plan template (DOCX 176 KB). Advice updated March 2022.
 - Digital preservation e-learning module. Resource released September 2021.
 - Preserving information. Advice updated June 2021.
 - Emulation as a preservation strategy. Advice released April 2022.
 - Managing social media and instant messaging. Advice updated February 2023.
 
Action 13: Create digital information assets in sustainable digital formats
Resources:
- Born digital file format standards.
 - Preservation digitisation standards.
 - Digitisation specifications for paper records in agencies.
 - Digital preservation planning.
 - Digital formats e-learning module. Resource released September 2021.
 - Using General Records Authority (GRA 31) to support digitisation. Advice released June 2023.