Get Tma Rm Reference Quick Guide Dec 2008 - Tricare - Tricare

Filling out the TMA RM Reference Quick Guide is essential for maintaining accurate records management within the TRICARE Management Activity. This guide provides a user-friendly approach to understanding each section and field of the form, ensuring your submissions are thorough and compliant.

Follow the steps to effectively complete the TMA RM Reference Quick Guide.

1. Use the ‘Get Form’ button to access the TMA RM Reference Quick Guide document. This access allows you to have a digital copy of the form to work with.
2. Begin with the introduction section that provides an overview of the records management requirements. Familiarize yourself with terms and expectations outlined here.
3. Proceed to the 'Is it a Record?' section. Here, use the checklist to evaluate whether the document qualifies as a federal record. Mark your findings accordingly.
4. Move onto the 'Records Life Cycle' section. Understand the stages of record management: creation, maintenance, and disposition. Ensure you categorize your documents appropriately.
5. In the 'My Responsibilities as a Federal Employee or Contractor' section, ensure that you acknowledge and commit to all responsibilities regarding record handling outlined here.
6. Complete the 'TMA Files Plan'. Fill in all necessary fields, including the location of records, media type, and if they contain any sensitive information, like PHI or PII.
7. If applicable, fill out the Records Transmittal & Receipt (SF-135) carefully. Include all stipulated items, such as addresses of records centers and series descriptions.
8. Create a box list for every accession of records you plan to ship, detailing the arrangement and description of each folder in the boxes.
9. After completing the form, review all entries for accuracy. Save changes, then download or print the form as necessary.
10. Finally, if needed, share the form with relevant parties via email or physical delivery, ensuring you keep a copy for your records.

Start completing your documents online today to ensure compliance and effective records management!