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 …

April SRC Retention Schedule Report

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

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 …

January SRC Retention Schedule Report

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

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 …

Municipal Schedules to be Removed in Update 1/4

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

Listed here are three municipal financial retention schedules to be overwritten by the new financial schedules approved December 8th by the State Records Committee. If a retention schedule is overwritten by an updated schedule, it will be hyperlinked to the new schedule on our website. The retention of this new schedule is unchanged. The State Auditor’s Office also reviewed the schedule …

State Schedules to be Removed in Update

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

Listed here are six state financial retention schedules to be overwritten by the new financial schedules approved December 8th by the State Records Committee. If a retention schedule is overwritten by an updated schedule, it will be hyperlinked to the new schedule on our website. The retention of this new schedule is at the recommendation of the Division of Finance. …

Schedules to be Removed in Update

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

Many schedules will be overwritten by the financial schedules approved by the State Records Committee December 8th. You can hear the discussion on the Public Notice Website. To avoid overwhelming everyone, only a few will be posted at a time from the four schedule types (school district, county, state and municipal). State schedule 2-2, Municipal schedule 3-1 and County schedules …

Updating School District Payroll Schedule

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

School District schedule 14-20 is being overwritten by state schedule 10-30 and 10-31. If you go to the school district schedule on our website, it will be hyperlinked to the new schedule. Depending on the type of record will determine if retention is now two years shorter or two years longer. Don’t worry if you have already destroyed records per …

December SRC Retention Schedule Report

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

The previously posted general schedules were heard by the State Records Committee yesterday and approved. Each of these general schedules were previously posted on this blog for your input. The local government accounts payable/receivable will be combined into one schedule and the state government accounts payable/receivable will also be combined into a single schedule per the State Records Committee request. To …

New Financial General Schedules for Your Input

Rebekkah Shaw General Retention Schedules, Records Management 4 Comments

We would like to propose the following general schedule to the State Records Committee at their next meeting on December 8th. 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 …

Updating County Contract Billings Schedule

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County schedule 20-7 is being overwritten by state schedule 13-18. If you go to the county schedule on our website, it will be hyperlinked to the new schedule. Retention is now four years longer. Don’t worry if you have already destroyed records per the old schedule. Please update your records so the updated retention will be followed from this point …