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Schedule Number
AD1200
Primary Title
Office Management
Office of Primary Responsibility
All offices
| Reference and duplicate copies of records are considered transitory and should only be kept as long as necessary and never longer than the retention of the official record. |
Description
General records required for daily running of the office. The records include: office manuals, trackers, mailing and distribution lists; routine, one-time communications (e.g., email, voicemail) with individuals or external organizations which are not required to document the unit’s programs or service delivery; office and individual appointment calendars; faculty and staff contact lists; records of staff meetings concerning routine administrative matters; room bookings.
Vital: No
PIB: No
Authority: BoG Policy GA4: Records Management
Date Approved: 20220729
Retention Schedule Secondaries
| Secondary No. | Secondary Title, Scope & Content | Retention, Destruction & Disposition |
|
01 |
Policies and Procedures Includes manuals. |
EV+5Y, SR EV=Date superseded or obsolete SR=UA will selectively retain records from this series |
|
05 |
General |
EV+5Y, D EV=Date superseded or obsolete |
|
20 |
Staff Meetings |
CY+5Y, D |
|
30 |
Communications |
CY+2Y, D |
|
Scheduling / Appointments (Includes virtual systems) |
EV+ 2Y, D EV=Date of appointment |
|
|
35 |
Trackers and Lists |
EV+1Y, D EV=Date list is superseded |
|
45 |
Issues
|
CY+5Y, D |
|
60 |
Reports
|
CY+5Y, SR
SR=UA will selectively retain records from this series
|
Acronym Key: AY = Academic Year; CY = Calendar Year; D = Destroy; EV = Event; FY = Fiscal Year; FR = Full Retention by University Archives unless otherwise noted; OPR = Office or Department responsible for source of truth records; SO = when superseded or obsolete; SR = Selective Retention by University Archives; UA = University Archives; Y = Year