Records Management Reminder: Content Manager (CM) is the required repository for all inactive electronic records

Content Manager (CM) is the name for King County’s enterprise records management system. According to Executive Policy, Content Manager is the required repository for “King County’s inactive electronic records.” This refers to electronic records in any format (including, but not limited to, email messages, Word documents, PDFs, Excel spreadsheets, photographs, video files, etc.).

Records can be filed to Content Manager from Outlook, OneDrive, SharePoint, and Teams; which are countywide tools where active records might be stored, especially while they are in draft status or being collaborated on.

Although policy requires that records are filed to Content Manager when they become inactive, they can be filed at any time in their lifecycle. Storing records in Content Manager ensures that records’ retention periods are calculated so that they can be dispositioned on a timely basis; preserves the security and integrity of records by keeping them unalterable and only accessible by the correct individuals; and meets requirements from state auditors.

Please remember that King County is a large organization and more specific guidance might apply to your agency (reach out to your records management lead for more information). For example, many county agencies manage active records in Content Manager as described in their standard work documentation. The Finance and Business Operations Division (FBOD) also requires that all electronic records needed to support p-card transactions are stored in Content Manager within 3 days of approval in EBS. P-card documentation should not be stored in SharePoint or Teams (except as transitory access copies).

For more information, visit the county’s Records Management Program website or contact them at records.management@kingcounty.gov.  The Records Management Program, in the Department of Executive Services, provides guidance, resources, and training to all King County employees to assist them with managing King County’s public records according to state and local legal requirements and best practices.