Accounting
Statements,
monthly |
1 |
--- |
D |
One
year plus current fiscal year. |
Accreditation
Records
These include not
only the final reports but all of the files and support materials
generated in the accreditation process.
|
U |
10 |
Archives |
Note:
Send 2 copies of the final report and all of the files and support
materials generated in the accreditation process. |
Agendas,
committee members |
U |
--- |
D |
30
days after approval of minutes. |
Agendas,
chair of committee |
5 |
--- |
Archives |
|
Annual
Reports
These reports document
yearly activities and accomplishments of programs, departments,
and schools: growth, problems, and solutions, projections
for the future, etc.
|
5 |
5 |
Archives |
Office
of origin: Send one copy with other Subject/Topical/
Reference Files.
Other offices:
Retain for period of reference only.
|
Awards,
Honors,
Fellowships,
Scholarships
Student, faculty,
and department.
|
5 |
--- |
Archives |
Included
in Subject/Topical/ Reference Files. |
Budget
Printout
This includes work
sheets, memos, notes, and adjusted budget printouts.
|
1 |
|
D |
Destroy
at the end of the fiscal year involved. |
Blank
Forms |
U |
--- |
D |
Retain
for 30 days after obsolescence. |
Bulletins,
Posters, and Notes
Information materials
acquired for the purpose of informing university personnel
of events and activities.
|
1 |
--- |
Archives |
Office
of origin: Send 2 copies with other Subject/Topical/
Reference Files.
Other offices:
Retain for period of reference only.
|
Centers
and Institutes Records |
U |
10 |
Archives |
The
recommended time of Retention in Office is 5 years. |
Correspondence,
permanent
This includes correspondence
received and sent and applies to all units/entities of the
university.
|
5 |
15 |
Archives |
|
Correspondence,
non-essential
This includes incoming
and outgoing correspondence of all units/entities of the university.
|
5 |
--- |
D |
|
Course
Catalogs and Bulletins |
5 |
--- |
Archives |
Office
of origin: Send 2 copies with other Subject/Topical/
Reference Files.
Other offices:
Retain for period of reference only.
|
Departmental
Budget Files |
U |
--- |
D |
The
recommended time of Retention in Office is 1 year. |
Drafts
and Informal Notes
Drafts or preliminary
versions of memos, letters, reports, worksheets; working papers,
informal notes, announcements of meetings, routing slips,
letters and fax cover sheets; letters and memos scheduling
appointments, directives and instructions received, telephone
and electronic messages, used in preparation of recorded information,
not documenting policy.
|
U |
--- |
--- |
Destroy
as soon as determined by office to have no more value. |
Duplicate
Copies of Records
Copies of documents
created for administrative reference, information, or distribution
only.
|
U |
|
|
Destroy
as soon as determined by office to have no more value.
|
Electronic
Mail
E-mail messages and
their attachments sent or received via University network
are considered university records and as such are subject
to Andrews University records management policies and procedures.
Every e-mail may fall into one/or the other Record Series
as listed in this or other Retention Schedules: agendas, informal
notes/announcements, minutes, correspondence, etc.
Note: Many e-mail
messages may fall under correspondence and, therefore, must
be treated as such.
|
U |
--- |
R |
If
content of e-mail messages fall under any of the record series
listed in this schedule, the proper retention period for that
series must be observed.
Note:
Prepare a hard copy of the e-mail messages and file it appropriately.
Only then delete e-mail message.
|
Faculty/Staff
Files
See Personal
Professional Papers and Property
also
Rank
and Continuous Appointment Portfolio Application
|
|
|
|
|
Faculty/Staff
Files,
current |
U |
|
|
After
retirement or separation of an individual from the university,
his/her folder must be filed with the Record Series: Faculty/Staff
Files,
former faculty/staff. |
Faculty/Staff
Files,
former faculty/staff |
5 |
PERM |
|
|
Interdepartmental
Purchase Orders/Service Orders |
2 |
--- |
D |
|
Institutes
See Centers
and Institutes
|
|
|
|
|
Invoices |
2 |
--- |
D |
|
Lists,
Indexes, Summaries
Used for internal
administrative convenience or information.
|
2 |
--- |
R |
Note:
Office of origin may keep one copy for the Archives. |
Minutes,
committees
This includes minutes
from all committees and sub-committees, boards and other decision
making bodies in all units/entities of the University.
|
5 |
10 |
Archives |
Committee
chair should retain one record copy for the Archives. Other
members should retain a copy during the length of their committee
tenure, then destroy. |
Miscellaneous
Special One-time Projects
Records related to
special office projects that are not generally part of an
office's retention schedule: exhibitions, promotion/alumni
campaigns, phonothone, etc.
|
5 |
--- |
R |
Records
about significant major exhibitions, conferences, and guest
lectures should be transferred to the Archives. |
Personal
Professional Papers and Property
This includes certificates,
honors, professional development activities and research,
correspondence and other records related to professional activities.
|
U |
--- |
R, AHC |
Individual
are strongly encouraged to consult with the Archives and the
AHC to determine the archival value of their personal professional
papers and property. |
Publications
- Andrews University Origin
These include e.g.
catalogs, calendars of special events, brochures, directories,
handbooks, class schedules, etc.
|
--- |
--- |
AHC |
Office
of origin: Transfer 2 copies to the AHC when produced.
Other offices:
Destroy after obsolescence.
|
Publications
- Non Andrews University Origin |
U |
--- |
D |
|
Purchase
Requisition Orders
Used to purchase
services, supplies, equipment, etc.
|
2 |
--- |
D |
|
Rank
and Continuous Appointment Portfolio Applications |
5 |
PERM |
|
|
Reference
Files
See Subject
/Project Files
|
|
|
|
|
Research
Projects,
faculty |
U |
--- |
R |
|
Subject
/Project Files,
(Administrative)
These files document
the day-to-day activities of any university unit, reflecting
administrative activities, including policy decisions, action
taken, events, committee involvement, involvement with outside
organizations, etc. They are of value to future administrators,
to understand the organizational culture, differing points
of view, and decision making processes.
|
U |
5-10, PERM |
Archives |
The
recommended time of Retention in Office is 5 years.
Note:
Some record may be closed in RC permanently.
|
Tenure
and Promotion Reviews
See Rank
and Continuous Appointment Portfolio Applications
|
|
|
|
|
Tenure
and Promotion Recommendations |
5 |
PERM |
|
|
Topical
Files
See Subject/Project
Files
|
|
|
|
|
University-Wide
Standing Committees and Meeting Schedules
This document also
includes a list of Faculty/Staff members and their committee
assignments.
|
5 |
___ |
Archives |
Note:
This is for the office of origin only.
Other offices and
committee members: Retain for period of reference value only.
|