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Records and Information Management

Records relating to the management of the university's information resources.

Classification Plan

Primary
Secondary RRSDA Total Retention Disposition

Records & Information Management (General)

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Planning 1999-005 CY + 7 Selective Retention
  Reports & Statistics 1999-005 CY + 7 Selective Retention
  Special Projects
1999-005 CY + 7 Selective Retention
  Reference & Information Files
1995-025 S/O Destruction

File Classification

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Departmental Classification Plan 1999-005 S/O Destruction
  File Lists 1999-005 S/O Destruction

Freedom of Information and Protection of Privacy Act

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Access & Privacy Advice
2000-007 CY File Closed + 6 (ARMD) Selective Retention
      S/O (All other Dept.) Destroy
  Access & Privacy Request Case Files
1999-011 CY File Closed + 6 (ARMD) Selective Retention
      S/O (All other Dept.) Destroy

Information Technology

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Access Control & Security
1999-005 CY + 7 Selective Retention
  Database Documentation 1999-005 CY + 7 Selective Retention
  Systems Administration 1999-005 CY + 7 Selective Retention

Records Retention

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 1999-005 CY + 7 Selective Retention
  Records Retention Schedules & Disposal Authorities (RRSDAs)   1999-044 S/O   Full Retention by Archives

University Records Centre (URC)

       
  Policies & Procedures 2005-001 S/O Full Retention by Archives
  General 2000-010 CY + 7 Selective Retention
  Semi-Active Records Transferred 2000-010 S/O Full Retention by Archives
  Inactive Records Destroyed 2000-010 S/O Full Retention by Archives
  Inactive Records Archival 2000-010 S/O Full Retention by Archives

CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; RRSDA = Records Retention Schedule and Disposal Authorities; S/O = Superseded or obsolete.

Scope Notes

Records and Information Management General

Use for records relating to records and information management in general but which do not fall under any other primary in this subject heading. Note that the secondaries "Policies and Procedures," "General," "Planning," "Reports and Statistics," "Special Projects," and "Reference and Information Files" can also be attached to any other primary if needed.  

File Classification

Use for records relating to the departmental Classification Plan. Maintain separate files for the current Classification Plan and for superseded / obsolete Plans. It is important to retain an archival record of obsolete Classification Plans, as records already transferred to the University Records Centre may be organized according to older, non-current systems.

Maintain separate documents for the File Classification Plan (shows all possible filing categories) and the current File List (shows all actual files that have been opened under the categories).

Freedom of Information and Protection of Privacy Act

Use for records relating to the department's involvement in the administration of the FOI/POP Act, advice received concerning the Act, and requests made under the Act for access to information, correction of personal information or privacy complaints. If a particular request generates a large volume of records, create a separate case file for it. Advice files are scheduled under RRSDA 2000-007, request case files under RRSDA 1999-011. Note that the Archives and Records Management Department is the Office of Primary Responsibility (OPR) for these series.

Information Technology

Use for records relating to department's management of its information technology resources.

Records Retention

Use for records relating to the management of departmental records retention requirements. File here copies of current RRSDAs applicable to your department's records. Retain only current RRSDAs; the Archives and Records Management Department's website contains the most current up-to-date version. See RRSDA 1999-044.

University Records Centre (URC)

Use for records relating to the URC, including transfers of departmental records for semi-active storage and scheduled disposals (destruction or transfer to Archives' control). These records are scheduled under RRSDA 2000-010. Departments receive an updated URC Shelf Locations List after every records centre transaction, showing their updated holdings; retain only the most current version of this document. For each box sent to the URC, prepare a file list and retain it under File Lists.