Oct 2, 2020 10:15 am
ActivityAD2500 University Accounting
Records Series

30 - General Ledger

OPRFinancial Services
DescriptionRecords consist of general ledgers, subledgers, and trial balances.
Retention TriggerFY
Total Retention 20 years
Final ActionDP/D
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
PIBNo
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
  • CO = Continuous OVerwrite
  • 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 Friday, Apr 19 2024