How to Schedule Records
- You are the new Records Officer for your agency! It's time to get organized. Review the records created by your agency, and remember that records can be found in many formats, including computer files. Make a list of all the groups of records that you find.
- Contact a records analyst. Determine if your agency's records have already been identified or scheduled. You may obtain information about these records by requesting copies of your agency's retention and classification reports from your analyst.
- Update the retention and classification reports so that all of the information is correct and complete. These reports are not complete if they do not have full descriptions of your records, a retention, a reason for retention (appraisal), and an indication of volume (such as how much the records grow during the year).
- If you find records on your list that do not have retention and classification reports, check with a General Retention Schedule to determine if your records match any identified therein, and can be disposed of in accordance to it. General Retention Schedules describe and provide retentions for records which are common to other agencies. Several General Retention Schedules have been published, including ones for state agencies, municipalities, county governments, and specific agencies which have many offices with common records.
- If the records found in your office have not been scheduled in any of the above ways, then your next step is to submit an online form providing details about your records so that a records analyst can create a series-specific retention schedule for them. New record series numbers will be assigned by the analyst. You will be asked to provide the following information:
- Descriptive title
- Variant or alternate titles
- Date ranges of records
- Information regarding the filing arrangement of the series; alphabetical, etc.
- Government functions documented by the records
- How the records are used
- What information is contained in the record series
- General Schedule the series will follow, or information regarding retention and disposition: retention in office, retention in either agency records center or State Records Center, eventual disposition
- Designation and classification of records, whether public, private, controlled, protected, etc.
- Name, email, and phone number of the person completing the form
- Governmental entity
Page Last Updated February 7, 2017 .