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.