January SRC Retention Schedule Report

Rebekkah Shaw General Retention Schedules, Records Management

The previously posted general schedule was heard by the State Records Committee today and approved. This general schedule was 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 retention …

New General Schedule for Your Input

Rebekkah Shaw General Retention Schedules, Records Management

We would like to propose the following general schedule to the State Records Committee at their next meeting on January 12th. This will be listed in the state general schedule, but may be used by any governmental entity to schedule their records. If you have any changes you would like to see to this general schedule, please notify Rebekkah Shaw at rshaw@utah.gov …

Defining Policy and Procedures Part 4

Rebekkah Shaw Records Management

Today is part 4 of our Defining Policy and Procedures which will discuss guidelines and work instructions.  Guidelines “are the steps that are taken to achieve objectives and implement policies. Guidelines clarify what should be done and how.” (ISO) While this may sound like a procedure, it’s not the same. Procedures are mandated and provide required consistency. Guidelines are not …

Defining Policy and Procedures Part 1

Rebekkah Shaw Records Management, Training

As a records officer, you have probably encountered the terms: policies, procedures, standards, guidelines, and processes, in relation to records management. Often these words are used interchangeably, but they each have different roles and degrees of detail in managing record information. This post is the first in a four-part series to discuss the meaning and application of these terms. Records …