Since UK records must be managed in accordance with the Model
Schedule, it makes sense to set up record keeping systems with this
in mind. This will ease the tasks of weeding files and transferring files
to the archives on a regular basis.
- Be familiar with your office's records and the procedural manuals which
guide their creation and use.
- It may be helpful to survey your office's records. That is, make a
list of the record types (series) your office creates or maintains.
- With the survey in hand, go to the Model Schedule and determine the
appropriate retention and disposition for each record series. This process
may require inquiries with Records Program staff to help locate records
on the schedule or to suggest additions/changes to the schedule.
- Examine the list of your office records and their proper retention
periods. Look for ways to manage your records that will facilitate the
regular transfer of records to the archives or the destruction of non-permanent
records. Whether for a filing cabinet or a computer directory, start with
the following suggestions:
Records destruction: plan to review your files annually or semiannually.
At this time you should gather all non-permanent records which are ready
for destruction. These may then be destroyed following the instructions
in Records Destruction.Transfer of non-permanent records: during your annual or semiannual
review of records, you may note non-permanent records which your office
longer needs to keep on hand for use or simply has no storage space.
These records may be transferred to another storage facility. For
instructions on transferring non-permanent records, see Transferring Non-Permanent Records.Transfer to the University Archives: during your annual or semiannual
review of records, you may note permanent records which your office no
longer needs to keep on hand for use. These are ready for transfer to the
University Archives. Once transferred to the University Archives, they
are still accessible to you, but less quickly. For instructions on transferring
records to the University Archives, see
Transferring Permanent Records.
- File distinct record series separately.
- Label files and file drawers (directories) clearly and consistently.
- At the end of each year (or every 2, 3, or 5 years) break the files
and start again. That is, remove the past year's files and replace them
with new, empty files. The old files can then go into less valuable storage
space until they get transferred to the University Archives or destroyed.
For further information see: Records Management
Education and Training