Oct 2, 2020 10:15 am
ActivityAD9110 General Administration
Records Series

12 - Forms and Templates

OPRDepartment/Unit
DescriptionRecords consist of standardized forms and templates used across the university and its units. It encompasses various documents such as application forms, consent forms, request forms, registration templates, and administrative templates for routine processes. Records may also include instructions, revisions, and usage guidelines. Excludes completed forms.
Retention TriggerForm or template becomes obsolete.
Total Retention 1 year
Final ActionD
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
  • P = Permanent
  • PIB = Personal Information Bank


Printed on Monday, Mar 31 2025