Oct 2, 2020 10:15 am
ActivityAD4900 Training and Professional Development for Employees
Records Series

32 - Training Delivery, Non-mandatory

OPRDepartment/Unit
DescriptionRecords documenting the execution and management of non-mandatory employee training programs. This may include training schedules, attendance records, feedback surveys, certification documents, and reports on training effectiveness.
Retention TriggerTraining delivery date or information superseded.
Total Retention Check Final Action and Disposition Plan (if available).
Final ActionDP
Disposition PlanDelete all records that are not needed for tracking purposes 2 years after training delivery date; delete tracking records when information is superseded.
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
  • P = Permanent
  • PIB = Personal Information Bank


Printed on Monday, Mar 31 2025