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Appointment Books

Function

Administration

PIB

RRSDA Number

1999-042

Department

Appointment Books

Description, purpose and use of records

Records created by university departments to schedule and track appointments, meetings, deadlines and other significant events for departmental personnel.

Records may include paper and electronic appointment books, day-timers, organizers and calendars.

Note that this RRSDA applies only to appointment books used solely for scheduling and time-management purposes. Where the records are annotated extensively with notes of meetings and appointments (and so are used in addition as a record of the event itself), appointment books should be integrated into the department's general office files and scheduled under RRSDA 1999-005, General Administrative, Program and Subject Files. See Filing and Retention Guidelines below.

Retention periods

Records Active Retention
Semi-Active Retention   Total retention Final disposition
All departments holding these records: Appointment book closed + 2 years   Appointment book closed + 2years Destruction
         
         
         

Active = Active Retention Period, Keep in Office; Semi-Active = Semi-Active Retention period, transfer to University Records Centre; CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments

Authorities

These records are created, used, retained and managed in accordance with the following authorities:

  • University Act (RSBC 1996, c. 468)
  • Freedom of Information and Protection of Privacy Act (RSBC 1996, c. 165)

Retention rationale

These records are primarily used to manage future events rather than to reconstruct past ones. The actual events and actions are better documented in the associated paper / electronic files (meeting records, correspondence, memoranda). Where appointment books are extensively annotated as a record of an event, they should be integrated into the department's general office files and scheduled under the appropriate RRSDA.

Retention and filing guidelines

This schedule applies to appointment books used solely for time-management and scheduling purposes. The records may be paper or electronic.

We strongly recommend using appointment books, calendars, day-timers and similar records for event-scheduling purposes only. We recommend against annotating appointment books with notes of the meetings and events that took place. Appointment books are university records and are subject to access requests under the Freedom of Information and Protection of Privacy Act. Best practice is to write up a formal memorandum or note to file to create a record of the meeting or event and file it with the other records related to the event.

Where appointment books are extensively annotated and do function as records of events, do not apply this schedule. Rather, the appointment books should then be considered as part of the department's general office files and scheduled under the appropriate RRSDA. See RRSDA 1999-005, General Administrative, Program and Subject Files.

In the event of a dispute (grievance, misconduct investigation, Human Rights Commission complaint, lawsuit) which requires an appointment book to be retained as evidence: do not apply this schedule until the case is closed, retain for one additional year then destroy.

Status

RRSDA is in force

Approval Date

05 Dec 2000

 

Last Revised Date

05 Dec 2000