Oct 2, 2020 10:15 am
ActivityOP1400 Advancement Services
Records Series

31 - Advance Entity Files

OPRAdvancement Services
DescriptionRecords documenting information about Advance database entities, including alumni, donors, friends and family of alumni, faculty and staff, organizations and corporations, foundations, Queen's affiliates, and Allied Professionals.
Retention TriggerEntity status becomes purgable.
Total Retention Immediately perform final action and disposition plan (if available).
Final ActionD
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
PIBPIB
Vital Records

This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.



GLOSSARY

  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank


Printed on Sunday, Sep 24 2023