Create a Basic Retention Schedule in 5 Steps

Heidi Steed Guidelines, Records Management

Records retention is simply a practice by which an organization maintains their records for set lengths of time, and systems in which they use to either redirect, store, or dispose of those records. The records retention schedule is the policy which guides this practice, by clearly defining how long a record must be kept and the guidelines for how records …

The Nuts and Bolts of Records Management

Sonny Dulfo Records Management, Training

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 Artifacts General Schedule!

Rebekkah Shaw General Retention Schedules, Records Management

A guest post by James Kichas. While the Utah State Archives’ focus is on the management and preservation of government records, there are other forms that the State’s history can take. One of these is artifacts. Whether they are artifacts that help tell the story of a governmental entity, or artifacts given to the people of Utah (often through a …

Updating County Contract Billings Schedule

Rebekkah Shaw General Retention Schedules, Records Management

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 …

General Schedule Now Obsolete

Rebekkah Shaw General Retention Schedules, GRAMA, Records Management

County general schedule 1-25 Routine Activity Schedules will be removed from the website next week. As part of the General Schedule Update Project, we are gradually removing general schedules describing items which are not records according to GRAMA. This schedule is also too vague for use. Here is the schedule: Routine Activity Schedules (CO 1-25) These records are routine materials …

Updating County Vehicle Maintenance General Schedule

Rebekkah Shaw General Retention Schedules, Records Management

County schedule 6-10 is being overwritten by state schedule 9-14. If you go to the county schedule on our website, it will be hyperlinked to the new schedule. Retention is now two 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 …

Finding Changed General Schedules

Rebekkah Shaw General Retention Schedules, Records Management

You may have noticed the General Schedules have been changing. If you are looking for a schedule, but cannot find it, be sure to click the link at the top so the inactive schedules are listed. If the schedule was overwritten, the obsolete schedule has a hyperlink to the schedule it is now attached to. If you still cannot find …

New HR General Retention Schedule

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 August 11th. This will be listed in the state general schedule, but may be used by any governmental entity to schedule their records. Verification of Employment Eligibility (SG 11-67) This employment documentation is required to comply with the Immigration Reform and …

New County Petition General Schedule

Rebekkah Shaw General Retention Schedules, Records Management

No schedules will be presented to the State Records Committee today, but we anticipate the previously posted financial schedules and the following two county schedules will be presented July 7th. We are updating county schedule 14-32, but the retention will not change. We also propose adding a new schedule for the signature sheets related to petitions. If you have input …