Oct 2, 2020 10:15 am
ActivityAD6600 Physical Assets and Materials Management
Records Series

31 - Physical Assets and Materials Management

OPRDepartment/Unit
DescriptionRecords documenting the management and tracking of the university's physical assets, such as equipment and materials. This may include asset inventories. Excludes asset inspections, repairs and maintenance. Excludes vehicles, professional workwear and physical holdings in libraries, galleries and archives.
Retention TriggerCY
Total Retention Check Final Action and Disposition Plan (if available).
Final ActionDP/D
Disposition PlanAsset tracking records that are used for financial statements to be kept for 7 years, then delete; other records to be kept for 1 year, then delete.
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 Tuesday, Apr 1 2025