Or what to do when you don't know where to start?
1. What records does your office create (by file folder)?
2. What records do the employees in your department have?
3. List records and then match them to the records retention series.
4. If a file folder has both official and non-official records, use official records for deciding on retention (see: official and non-official records for the distinction between them). If there are duplicates of official records, use the same retention as the non-duplicate official record.
5. If the file folder has multiple documents with differing retention periods, use the documents with the longest retention.
6. Write the retention on the file folder and the date of destruction or transfer. Do this for each folder (unless you know a complete group of file folders having all the same dates and belonging to the same series).
7. When the date of destruction or transfer arrives, fill out the appropriate form and send documents to be destroyed or to the archives.
8. Get further help from University Archivist.
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1 comment:
Record management cheat sheet very unique title of its kind.Futher the points mentioned in this post are very interesting and very helpful for those who aren't aware of record management.So if you are beginner then this is for you.
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