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Records Management Policies and Procedures

Records management entails consistent systems throughout campus guiding how and when records are created, accessed, stored, and/or discarded. This guide includes advice on working with the University Archives, identifying records and their sources, develo

1. Introduction

The Records Management Program enables all university constituents to organize and access needed records from distant and more recent university history. The Transformation 2030 plan highlights the importance of having a “road map to our future”. Knowing where we have come from aides in planning where we are going. As the university grows and innovates, records management will allow us to document our journey.

Records management entails consistent systems throughout campus guiding how and when records are created, accessed, stored, preserved and/or discarded. The Records Management Program expands upon existing records retention schedules to inform the identification of records and their sources, the development of file plans, and the processes by which records are transferred to the University Archives.

Benefits and Goals of Records Management:

  • Build upon successes and learn from past experiences.
  • Establish continuity and promote accountability.
  • Amplify marginalized voices.
  • Enhance the university’s impact.
  • Identify decision making processes.
  • Fulfill legal retention obligations.

This guide serves to fulfill the following outcomes of the Records Management Project:

  • Documented campus-wide Records Management Program
  • Mission statement and acquisitions policy for the University Archives
  • Documented plan for ongoing training and accountability for records management