Gavel resting on table

Will the SRC approve your retention schedule?

Renée Wilson

Ever wonder if the Utah State Records Committee (SRC) will approve a retention schedule for your record series? Here are some ideas on the types of update requests that tend to be successful, and those that don’t.

Classification and Big Bucket Retention

Rebekkah Shaw

Co-authored by Archives and Records Service RIM Specialist Rebekkah Shaw and Chief Records Officer Kendra Yates.   We received feedback that record officers are confused about why we are consolidating the General Retention Schedules (GRS) and what a big bucket approach is. Why are the General Retention Schedules being consolidated? Back in July, we discussed what classification means in records and information management: …

Retention Talk- A few thoughts about updating your retention schedules

Rebekkah Shaw

When it comes time to update or create retention schedules, it can be overwhelming as you think about all the records your agency creates and maintains. Here are three tips (in no particular order) from our experience with records officers around the state! 1- Learn who actually deals with the records, and form a team in your office to discuss …

The Nuts and Bolts of Records Management

Sonny Dulfo

The class materials for the Records and Information Management (RIM) Conference on September 11, 2018, are now available on the Utah State Archives website:  https://archives.utah.gov/recordsmanagement/event_materials/20180911-rim-conference.html The following are highlights from this year’s RIM Conference: Practical tips and solutions for your RIM program Implementing the General Retention Schedules (GRS) and your agency policy Email management practices Managing electronic records and ungoverned data Information …

New General Retention Schedule Approved

Rebekkah Shaw

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

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

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

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

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

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 …