General Retention Schedule Publication

Rebekkah Shaw General Retention Schedules, Records Management

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

Rebekkah Shaw General Retention Schedules, Records Management

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

Rebekkah Shaw General Retention Schedules, Records Management

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

Rebekkah Shaw General Retention Schedules, Records Management

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

Rebekkah Shaw Records Management, Training

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

Rebekkah Shaw General Retention Schedules, Records Management

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

Rebekkah Shaw Records Management, Records Officer Spotlights

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

Rebekkah Shaw Records Management, Training

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 …

How to retrieve records from the State Records Center

Rebekkah Shaw Records Management

Although government records stored at the State Records Center in Clearfield are no longer actively referenced within your office (meaning they are used less than once a month), you may recall them whenever needed. This happens for a variety of reasons: There may be a GRAMA request for records that are housed in the State Records Center, a student may …

How to send records to the State Records Center

Rebekkah Shaw Records Management

Government records may be stored at the State Records Center in Clearfield when they are no longer actively referenced within your office (used less than once a month). This allows your agency to maintain ownership while using free off-site storage. Once you’ve completed a Records Transfer Sheet (RTS) online, you can coordinate with the Record Center staff to deliver your …