Records Management
CROSS for the CDRM - Evidence by IGMC Item
Build the command CROSS page item by item. What to upload, where it goes, and what fails each of the 15 IGMC 5210 checklist items.
T&R Event Details
- Event Code
- 0111-GENA-2104
- Source Policy
- MCBul 5210
- MOS Performing
- 0102, 0111, 0170
- Grades
- SSgt, GySgt, MSgt
- Sustainment Interval
- 12 months
- Evaluation-Coded
- No
- Readiness-Coded
- No
Performance Steps (T&R)
- Confirm command registration and the organizational structure in CROSS
- Record the CDRM and SSRM appointments
- Upload the signed NAVMC 10030 to Documents, Miscellaneous
- Upload training certificates and the command roster to Documents, Training Documents
- Build the master file plan and align it to the SharePoint Online Records Library
- Upload the SOP and the essential records inventory to Documents, SOP/COOP
- Maintain the Capstone tab and answer the quarterly ETMS2 tasker
- Run the change-of-command update inside 90 days
What CROSS is
CROSS, the Command Records Operational Support Site, is the SharePoint site at usmc.sharepoint-mil.us/sites/USMC_CROSS. Every command holds a page on it. The IGMC inspector opens your page first and works the checklist from what sits there. A requirement met but not uploaded fails the same as a requirement missed.
MCBul 5210MCBul 5210 paragraph 3.b.(2) assigns the CDRM the CROSS duties. Oversee ERM migration, upload the organizational structure, upload the NAVMC 10030, coordinate with the Site Collection Administrator, run the Capstone tasker, and upload training rosters.
Before you start
- Confirm the command appears in CROSS. ARD Records monitors registration. Email HQMCREC-MGR@usmc.mil, with SMB_HQMC_RMOUTREACH@usmc.mil copied, when the command page is missing.
- Upload the current organizational structure. Every section, directorate, and program holding records shows on it.
- Identify the Site Collection Administrator for the command SharePoint Online site. No administrator appointed, ask leadership to name one. The administrator is the technical liaison to the PEO Digital Workplace Services team.
- Complete your own annual records management training before you audit anyone else's.
Evidence by IGMC item
| Item | Requirement | Upload and location | Fails when |
|---|---|---|---|
| 0101 | CDRM appointed, E-6 or GS-9 or higher | Appointment generated in CROSS, or signed letter in Documents, Miscellaneous | CDRM gone with no replacement, grade below E-6 or GS-9, letter not uploaded |
| 0102 | NAVMC 10030 signed within 90 days of command | Signed form in Documents, Miscellaneous | Unsigned, predecessor's signature, outside 90 days, not uploaded |
| 0103 | Annual RM training monitored | CDRM and SSRM certificates in Documents, Training Documents. Command roster or MCTIMS occasion uploaded separately | Missing certificates, no roster, unapproved course |
| 0104 | SSRMs appointed | SSRM appointments in CROSS, each with a certificate | Section holding records with no SSRM |
| 0105 | One master file plan | File plan in CROSS matching the SharePoint Online Records Library | Multiple section plans, records with no schedule, paper with no location |
| 0106 | RM SOP | SOP, order, or bulletin in Documents, SOP/COOP | Not uploaded, paper-only content |
| 0201 | Paper waiver | Current NAVMC 10030/1, locations in file plan column F | Paper on hand with no waiver, expired waiver |
| 0202 | Federal Records Center records | ARCIS account for the primary CDRM, records annotated on the file plan | FRC records with no ARCIS account |
| 0301 | Essential records plan | Plan in SOP or COOP, master inventory in CROSS | No plan, HQ-only inventory |
| 0302 | Annual essential records inventory | Signed inventory or memo in CROSS | Older than 12 months, verbal only |
| 0303 | Essential records current | Records in SharePoint Online under correct schedules | Superseded copies, wrong schedule |
| 0401 | Capstone official identified | CROSS Capstone tab, GRS 6.1 on the file plan | Billet on NA-1005 with blank tab |
| 0402 | Quarterly Capstone reconciliation | ETMS2 responses for the last four quarters | Missed tasker |
| 0403 | Capstone change reported | Updated Capstone tab, ETMS2 change report | Departed official still listed |
| 0501 | Command chronology | Submission record and staff historian appointment | Late, by direction or digital signature |
Items 0201, 0202, and 0401 through 0403 apply only when the condition exists. Annotate N/A with the reason. No paper on premises. No records at a Federal Records Center. No Capstone billet on Form NA-1005.
Annual tasks
- Push annual records management training to every Marine, civilian, and contractor. MarineNet M01RMT0700, DON Waypoints, or the CROSS course USMC RM-Everyone's Responsibility Training. NARA Bulletin 2017-01NARA Bulletin 2017-01 requires new personnel trained within 60 days of arrival.
- Collect the SSRM certificates and upload them with your own.
- Upload the command roster or MCTIMS occasion.
- Run the essential records inventory with every SSRM. Upload the signed result.
- Review the master file plan against the SharePoint Online Records Library. Add new record series. Retire closed ones.
- Run the retention assessment per MCO 5210.11FMCO 5210.11F chapter 3 paragraph 1f(1).
- Review the SOP. Upload the current version.
- Check every NAVMC 10030/1NAVMC 10030/1 expiration date.
Quarterly tasks
- ARD Records emails the CDRM when the Capstone tasker releases. Confirm the command task manager routes the ETMS2 tasker to you on receipt.
- Confirm the Capstone official, NIPR email, and SIPR email against the CROSS Capstone tab.
- Respond in ETMS2 to USMC HQMC AR ARD RECORDS. Keep the response.
- Spot-check SSRM appointments for rotations.
Change of command
- Day 0. Initiate the NAVMC 10030NAVMC 10030 for the incoming commander.
- Update the CROSS Capstone tab when the commander is the Capstone official.
- Submit the Capstone change in ETMS2. Rank, name, billet title, NIPR email, SIPR email, estimated rotation date. MCBul 5210 paragraph 3.b.(1)(a)3.
- By day 90. Upload the signed NAVMC 10030 to Documents, Miscellaneous.
- Confirm the CDRM appointment carries the new commander's name.
When you rotate
Name your replacement before you leave. A coverage gap fails IGMC item 0101. Transfer the ARCIS account to the new primary CDRM. Walk the replacement through the CROSS page item by item, using the table above.
Authority
MCBul 5210MCBul 5210 paragraph 3.b.(2) sets the CDRM duties. MCO 5210.11FMCO 5210.11F paragraph 4c(2) sets the CDRM role. SECNAVINST 5210.8FSECNAVINST 5210.8F sets DON training and Capstone requirements. GRS 6.1GRS 6.1 governs Capstone email. The IGMC Records Management checklist is the inspection standard. The S-1 program view sits on the Records Management overview.
MCBul 5210 passed its one-year cancellation mark on 29 August 2026. Confirm its status on MCPEL. The IGMC checklist still inspects against its standards.
Same topic, other roles
References
- MCBul 5210 dtd 29 Aug 2025 paragraph 3.b.(1) Commanders and Civilian Leaders
- MCBul 5210 dtd 29 Aug 2025 paragraph 3.b.(2) CDRM Responsibilities
- MCO 5210.11F Marine Corps Records Management Program chapters 3, 7, and 8
- SECNAVINST 5210.8F paragraph 5.l and enclosure 4 paragraph 6.g
- NAVMC 10030 Commander's Records Management Acknowledgement Agreement
- NAVMC 10030/1 Records Management Paper Waiver Request
- GRS 6.1 Email and Other Electronic Messages Managed under a Capstone Approach
- NARA Bulletin 2017-01 Agency Records Management Training Requirements
- MCO 5750.1H chapter 5 and MARADMIN 200/25 paragraph 3
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