1. To see all record series for an entity and its sub-units, go to the General Retention Schedule search, then select Search Other in the breadcrumbs at the top of the page:

2. Select Series from the menu of options:

3. Click Show advanced search options:

4. Enter the name of your entity in the “Entity Name” field and press Enter:

You’re now looking at all the record series for your entity and its sub-units.

5. If you’re seeing record series that do not belong to your entity, check and adjust the filters on the right-hand side of the screen to hone your search results:

6. To export the series, select the Export option, .csv:

7. When a new tab opens, press CTRL+A to select all the text, then CTRL+C to copy it:

8. Open a spreadsheet program and paste the data in by pressing CTRL+V:

9. Split the text into separate columns:

• See instructions for Google Sheets
• See instructions for Microsoft Excel

Information exported includes:

• Series number
• Entity name
• Series name/title
• Date range
• Arrangement
• Description
• Retention and disposition
• Primary Designation

Questions? Contact us at [email protected] or 801-531-3863.