Administration AD50 - Operational Planning

Accessed:	2026-07-17
Purpose of series:	Records series documenting planning of unit programs, functions, activities and operations.
Scope and contents:	Includes (but not limited to): memoranda, organizational charts, delegations of authority, studies, forms, work orders, manuals, briefing notes, related correspondence, and supporting documentation.
Cross reference:	For management of university wide and unit specific initiated projects and activities see: Project Management (GV51). For meeting minutes see: DalCLASS for meeting specific retentions
Exceptions:	Projects overseen by Facilities Management

Primary offices:	Units
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Transfer to University Archives
Primary office retention period:	5 years
Primary office retention instructions:	S/O = planning session for programs, functions, and operations complete. Records retained for 5 additional years, then transferred to the University Archives for selective retention.

Secondary offices:	N/A
Secondary office retention trigger:
Secondary office disposition:
Secondary office retention period:
Secondary office retention instructions:

Retention rationale:

Excepted Operational Use

Vital records	Electronic systems	Personal information	Official media
Yes	NAS, SharePoint	No	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-12-13	2024-07-22 14:49:04	cr618206	Confidential

Notes: