| Activity | OP1400 Advancement Services |
| Records Series | 31 - Advance Entity Files |
| OPR | Advancement Services |
| Description | Records documenting information about Advance database entities, including alumni, donors, friends and family of alumni, faculty and staff, organizations and corporations, foundations, Queen's affiliates, and Allied Professionals. |
| Retention Trigger | Entity status becomes purgable. |
| Total Retention | Immediately perform final action and disposition plan (if available). |
| Final Action | D |
| Disposition Plan | |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | PIB |
| 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 Thursday, Apr 18 2024