Create a Retention Schedule

Create or Revise a Retention Schedule

Create a Retention Schedule Form

    Record Information

    What do you call these records?

    Please spell out any abbreviations.

    Q2. What year were the records first created?

    Q3. How are these records arranged?


    by

    Q3a. How are these records arranged?


    by

    Q4. What are these records used for?

    Examples

    Q5. What section of Utah Code or local ordinance mentions the service or program that these records document?

    Q6. What information is contained in these records?

    Examples

    • Records include the property address, parcel number, legal description, appraised value, ownership history, and property description.
      (Series #30251: Property appraisals)

    • These recordings may contain information pertaining to patient conditions, situational conditions of public safety officials, response times by public safety officials, actions taken by public safety officials, general public names, dates of birth, address, phone numbers, etc.
      (Series #27585: Dispatch recordings)

    • Telematics data is generated by specially-equipped State vehicles and gathered by the agency in order to efficiently and safely provide and monitor the use of a fleet of vehicles for the State. Information [or data] includes vehicle status and usage, driving conditions, repair needs, driver actions, GPS location, load weight, and similar information. (Series #29959: Telematics data)

    Q7. What value do these records have for your agency?

    Please enter applicable legal citation(s)

    Please select all historical reasons that apply

    Q8. Will your records follow a general retention schedule?

    Please enter applicable general retention schedule

    How long should these records be kept? Consider any legal requirements, industry standards, and your own use of the records (how far back do you refer to them?).

    How long should these records be kept? Consider any legal requirements, industry standards, and your own use of the records (how far back do you refer to them?).

    Q9. What should happen to these records after they're no longer needed by your agency?

    Q10. Please select the formats your records are kept in, and how each should be managed

    How long will you retain these records?

    Will these records go to State Archives after their retention is met?

    How long will you retain these records?

    Would you like to send these records to the Records Center for storage?

    If yes, when should these records be sent to the Records Center and how long should the records stay in the Records Center?

    What is the format?

    How long will you retain these records?

    If not destroyed, will these records go to State Archives after their retention?

    Q11. What is the primary designation of these records?

    Please provide the applicable subsection(s) or citation(s)

    Q11a. What other designation applies to these records?

    Please provide the applicable subsection(s) or citation(s)

    Records Officer Information

    Q1. Records officer name

    Q2. Records officer email address

    Q3. Records officer phone number

    Q4. Name of government entity (please include city, region, or division if applicable)

    Q5. Anything else you'd like to note about the records?

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