Retention Schedules

Records Retention Schedules provide rules and regulation for how long the records should be kept and what should be done with them when the usage time has passed. FAQs for reviewers can be found here. To learn more about records Retention Schedules, please visit Introduction to the UBC Retention and Disposition Schedule (RDS).

Note: Please find the Transitory Records Schedule here

Please find unit-level model file plans here.

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Updated Schedules

April 22, 2026: UG8150 Administrative Governance Board of Governors – added Chancellor’s records 

April 22, 2026: ST6800 Students – Post Grad Medical Trainee – updated verbiage for Resident Files

April 22, 2026: SC6250 Counselling Health & Wellness and Support Services – updated retention according to new standard. Hold lifted

April 22, 2026: HR4000 Human Resources – General, added retention under secondary, Contingent Workers, for submitted quotes

April 22, 2026: GL3750 Library Systems Management – added new secondary, Service Tickets

April 22, 2026:GL3500 Archives Museums and Special Collections Management – added new secondary, Community Reconciliation

April 22, 2026:AD1200 Administration – Office Management – added verbiage for office equipment trackers

April 4, 2026: SC6250-25 Retention is currently on hold due to changes in legislation. Hold lifted, retention changed

March 23, 2026: IM4700 Project, Learning and Collaborative Application Management – Video Recordings – added the word “transcription” 

March 3, 2026: SC6150 Childcare Services – updated Okanagan OPR name

December 1, 2025: ER2760 Insurance Management – shortened duration of secondaries 10 and 12

December 1, 2025: ER2750 Health and Safety – removed secondary 46, new secondary 47 and 48 matching ER2760

October 10, 2025: RA5500 Animal Care and Use – major changes in name, new secondaries, OPR, and authorities

October 10, 2025: AD1000 Comms and Marketing – new secondary 41 added for chatbots

October 10, 2025: IM4670 Information Systems Operations – changed secondary 42 to also include chatbots

October 10, 2025: UG8450 Departmental Governance – changed disposition for secondary 50 from D to SR, lifted hold

October 10, 2025: ST6800 Postgraduate Medical and Counselling Trainee Management – added new OPR and secondaries

October 10, 2025: HR4000 General – added secondary 24 and changed secondary 10

October 10, 2025: GL3500 Archives, Museums and Special Collections Management – added new secondary 18

October 10, 2025: ST6600 Faculty and Department Student Records – changed retention of secondary 15

October 10, 2025: ST6700 Learner Administration (Student Records) – changes to secondary 11

September 16, 2025: IM4700 Project, Learning, and Collaborative Application Management – included Copilot in the description

August 13, 2025: AD1000 Communications and Marketing – secondary 25 trigger changed

July 15, 2025: TL7350 Teaching, Learning and Technology Support – secondary 25 EV trigger changed

July 14, 2025: UG8450 Departmental Governance – secondary 50 temporarily on hold

April 24, 2025: RA 5550 Human Research Ethics Management – new secondaries added (regarding REB)

April 24, 2025: SC6000 Access, Bicycle & Car Parking – added OPR (campus security), new secondaries (traffic notices, parking tickets)

March 27, 2025: SC6250 Counselling, Health, Wellness and Support Services – added three new OPRs

March 27, 2025: ST6650 Learner Administration Non-Credit Studies – added new UBCO OPR (Continuing Education)

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