Information Management and Technology IM41 - Record Management Services

Accessed:	2026-07-17
Purpose of series:	Records series documenting services provided by the Records Management Office.
Scope and contents:	Includes (but not limited to): consultations and advice internal to the university, delivery of training and information sessions, assessments, notes, surveys, supporting documentation and related correspondence.
Cross reference:	For records related to the development and maintenance of the records management program, see: Records Management Program (IM40); For records related to development and maintenance records retentions and classifications, see: Record Schedules (IM42); For records related to the authorization of secure destruction or transfer of custody of records, see: Record Dispositions (IM44)
Exceptions:

Primary offices:	Records Management Office
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Transfer to University Archives
Primary office retention period:	N/A
Primary office retention instructions:	S/O (Superseded / Obsolete) = Calendar year of service completed. Records closed at the end of the calendar year (CY) the services action was deemed completed, records retained for five (5) additional years than transferred to the University Archives for selective retention.

Secondary offices:	Units
Secondary office retention trigger:	Superseded / Obsolete
Secondary office disposition:	Secure Destruction
Secondary office retention period:	3 years
Secondary office retention instructions:	S/O (Superseded / Obsolete) = Calendar year of service completed. Records closed at the end of the calendar year (CY) the services action was deemed completed, records retained for three (3) additional years than securely destroyed.

Retention rationale:

Expected operational use.

Vital records	Electronic systems	Personal information	Official media
No	SharePoint	No	Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2024-05-17	2024-06-25 09:27:39	cr618206	Internal

Notes: