Retention Schedule Update

  • The Records Manager will research state and federal requirements, professional best practices, and policies set by peer institutions to draft the new/updated schedule and/or records series.
  • The following individuals and departments may be offered opportunity to review and comment on the draft schedule:
    • The appropriate office(s) or department(s) may review to identify incomplete or missing series and potential conflicts with business practice.
    • The University Archivist may review to identify records requiring transfer to the Archives.
    • General Counsel may review to identify issues of regulatory compliance.
  • The Records Manager maintains the finalized schedule and makes it available via the University records management website.
  • With assistance from the Records Manager, the requesting office or department completes one records survey for each record series contained within the office.
  • Once the survey(s) have been completed, the Records Manager will research state and federal requirements, professional best practices, and policies set by peer institutions.
  • The Records Manager will use the records survey(s) and research results to draft the new/updated schedule and/or records series.
  • The following individuals and departments may be offered opportunity to review and comment on the draft schedule:
    • The University Archivist may review to identify records requiring transfer to the Archives.
    • General Counsel may review to identify issues of regulatory compliance.
  • The Records Manager maintains the finalized schedule and makes it available via the University records management website.