Agency-Specific General Retention Schedules

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All of an organization’s records need to be managed according to a retention schedule per Utah Code 63A-12-103(2008). To assist in this, the Division of Archives and Records Service (Archives) maintains a general retention schedule, approved by the State Records Committee, to determine retention of common records created by most agencies. You may have noticed a link for departments on …

General Retention Schedule Publication

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There have been a lot of updates to the general retention schedule this year. “General Schedule Updates, October 2017” can be found on our website. This new publication lists all new, edited, or obsolete General Schedules from November 2016 to today- alphabetically by schedule name and numerically by schedule number.  There is also an excel file in the table of …

September SRC Retention Report

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The previously posted general schedules were heard by the State Records Committee yesterday and approved. The general schedules were previously posted on this blog for your input. To hear the discussion regarding these schedules, please go to the State Records Committee’s page on the Public Notice Website. All are welcome to attend the State Records Committee and provide input on …

Attorney Records Retention Schedule for Your Input

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We would like to propose new general retention schedules for criminal and civil case files to the State Records Committee at their next meeting on September 14th. You can see them all on our website here. If you have any questions, or changes you would like to see to these general retention schedules, please notify Rebekkah Shaw at rshaw@utah.gov or 801-531-3851.

Higher Education Retention Schedules for Your Input

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We would like to propose new general retention schedules for higher education records to the State Records Committee at their next meeting on September 14th. You can see them all on our website here. If you have any questions, or changes you would like to see to these general retention schedules, please notify Rebekkah Shaw at rshaw@utah.gov or 801-531-3851.

Upcoming Training

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The following is a list of August training events offered at the Utah State Archives located downtown Salt Lake City. All employees of a governmental entity are invited to participate, especially records officers, chief administrative officers, information technology specialists, and legal advisors. Instructions on how to register for Archives’ events can be found here. Utah State Archives’ training events are free of …

New General Retention Schedule Approved

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The State Records Committee approved a new general retention schedule this month: Substance Use Disorder Records These records document the planning and treatment of substance use disorder clients. Information includes assessments, evaluations, clinical and physician notes, employment records, visiting arrangements, and related records. Retention & Disposition is 10 years after case is closed and then destroy. To hear the discussion …

Spotlight On: Alison Merchant

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This month we are spotlighting Alison Merchant, a receptionist and records officer at Sevier School District. Alison has been a record officer for three years, in addition to her full-time job. She works on records management whenever she can. The most challenging part of her job is finding records for Downwinder claims. If an individual graduated from high school, there …

Today’s Online Training: Records Management Essentials and Public Records Requests

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9 AM-12 PM: Records Management Essentials: http://bit.ly/2sByEUI This class covers best practices and legal responsibilities of government agencies in managing records, as well as practical steps for implementing a records management program and resources that are available through the State Archives. 1 PM-4 PM: Records Access: Public Records Requests: http://bit.ly/2tOsvEe This class focuses on the basics of GRAMA, including records classification, records …