Oct 2, 2020 10:15 am
ActivityAD9250 Records Management
Records Series

30 - Local Records Management

OPRDepartment/Unit
DescriptionRecords documenting records management activities at a departmental level such as records retrieval and storage, assisting with development of records retention schedules, data migration, and so on. It encompasses records inventories, requests for offsite storage, records retrieval requests, transfer to Archives forms, draft retention schedules, communications with the Records Management and Privacy Office and Queen's University Archives staff.
Retention TriggerDocument last modified date or document date.
Total Retention 5 years
Final ActionD
Disposition PlanKeep records inventory files for 5 years after the last modified date, then destroy; keep the rest of the records for 5 years after document date.
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


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