Setting Up a Program

Each department is encouraged to designate a records liaison. If you have not done so or need to change a designee, please contact the records manager to ensure you have the appropriate person in this role from your department. The records liaison functions as the primary point of contact between each office and the records manager and should be knowledgeable about the department's current record keeping practices. The records liaison will participate in annual training sessions and receive consultations from the records manager to help ensure records management legal and policy compliance throughout Emory.  The records liaison's responsibilities should be incorporated into his or her position description.

The records liaison should:

  • Assist with the development and implementation of a records management program within his/her/their department.
  • Maintain control over confidential records, including their access, storage, and destruction.
  • Notify the records manager of new or obsolete record series.
  • Identify and oversee the transfer of permanent records to the University Archives.
  • Oversee the transfer of inactive records to off-site storage until their retention has been met.
  • Work with department manager to approve destruction of records that are eligible for destruction.