2. Goals of Records
Management
Identify
permanent records that
document university history
Comply with state and federal laws
concerning public records
Improve efficiency by ensuring that
University records are retrievable, reliable,
secure, and trustworthy
3. Functions of a Retention
Schedule
Lists
records found in your office
Provides
uniform descriptions
Outlines
retention and disposition
instructions
Identifies
confidential or restricted records
4. Records Retention Schedule
UNC
System Records Retention Schedule
http://www.northcarolina.edu/legal/policies/Records_
5. Departmental Scheduling
Winnows
down the UNC System Schedule
Uses the individual department’s
language
Allows for scheduling of non-scheduled
record series
Identifies a Key Contact for the
department
6. Departmental Key Contacts
Know
the organization of the office,
where and how records are stored and
used
Be
appointed by the administrative head
of the department/office
Have
the records management
responsibilities as part of their work plans
7. Key Contact Duties
Serving
as the key contact person with
University Archives and Records
Management Services
Instructing
their colleagues on retention
periods and how to use the records
retention schedule
Coordinating
records transfer to storage
or University Archives
8. Goals of RM Program
Collaborate
with key staff on
departmental retention schedules
Train key staff in transfer procedures
Ensure more predictable and reliant
transfer of permanent records to Archives
Promote/publicize Archives across
campus
