Classification and Big Bucket Retention

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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 Records Management 1 Comment

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 …

Attorney Records Retention Schedule for Your Input

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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

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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.

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

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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 …

State General Retention Schedule Updates

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Listed here are six state financial retention schedules to be overwritten by the new financial schedule 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 State Auditor’s Office also reviewed the schedule before it was seen by the State Records Committee. …

More State General Retention Schedule Updates

Rebekkah Shaw General Retention Schedules, Records Management Leave a Comment

Listed here are five state financial retention schedules to be overwritten by the new financial schedule 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 State Auditor’s Office also reviewed the schedule before it was seen by the State Records …

New General Schedule 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 April 13th. 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 …