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 approved schedule on the records management website.

Schedules will be reviewed every three years. Off-cycle updates may be requested by contacting the records manager.