Create a Basic Retention Schedule in 5 Steps

Records retention is simply a practice by which an organization maintains their records for set lengths of time, and systems in which they use to either redirect, store, or dispose of those records. The records retention schedule is the policy which guides this practice, by clearly defining how long a record must be kept and the guidelines for how records

Howdy! Looks like you are getting ready to depart on a records management journey. The road to a good records management program will require endurance, patience and perseverance. Here are 5 things to prepare for before you hit the trail:  1. Determine your destination: You will want to determine your destination by setting records management goals. Do you want to

Ever wonder if the Utah State Records Committee (SRC) will approve a retention schedule for your record series? Here are some ideas on the types of update requests that tend to be successful, and those that don’t.

Co-authored by Archives and Records Service RIM Specialist Rebekkah Shaw and Chief Records Officer Kendra Yates.   We received feedback that record officers are confused about why we are consolidating the General Retention Schedules (GRS) and what a big bucket approach is. Why are the General Retention Schedules being consolidated? Back in July, we discussed what classification means in records and information management:

When it comes time to update or create retention schedules, it can be overwhelming as you think about all the records your agency creates and maintains. Here are three tips (in no particular order) from our experience with records officers around the state! 1- Learn who actually deals with the records, and form a team in your office to discuss

We would like to propose new general retention schedules for criminal and civil case files to the State Records Committee at their next meeting on September 14th. You can see them all on our website here. If you have any questions, or changes you would like to see to these general retention schedules, please notify Rebekkah Shaw at [email protected] or 801-531-3851.

We would like to propose new general retention schedules for higher education records to the State Records Committee at their next meeting on September 14th. You can see them all on our website here. If you have any questions, or changes you would like to see to these general retention schedules, please notify Rebekkah Shaw at [email protected] or 801-531-3851.

The State Records Committee approved a new general retention schedule this month: Substance Use Disorder Records These records document the planning and treatment of substance use disorder clients. Information includes assessments, evaluations, clinical and physician notes, employment records, visiting arrangements, and related records. Retention & Disposition is 10 years after case is closed and then destroy. To hear the discussion

The previously posted general schedule was heard by the State Records Committee today and approved. This general schedule was previously posted on this blog for your input. To hear the discussion regarding these schedules, please go to the State Records Committee’s page on the Public Notice Website. All are welcome to attend the State Records Committee and provide input on retention

Listed here are six state financial retention schedules to be overwritten by the new financial schedule approved December 8th by the State Records Committee. If a retention schedule is overwritten by an updated schedule, it will be hyperlinked to the new schedule on our website. The State Auditor’s Office also reviewed the schedule before it was seen by the State Records Committee.