University Guidebook on Records Management

The Guidebook on Records Management, developed by the University Business Office, provides your department with a reference to information concerning records. It includes retention schedules for all primary FO units as well as general information on record keeping. The policies related to records can be found in the UI Operations Manual which also has definitions for some common terms. Unless otherwise noted, the guidelines outlined in this manual are not requirements but rather suggestions on how to improve records management in your department.

This manual should be beneficial to you in making your operation more efficient and effective. If you have any questions regarding any of the information or schedules provided here, please do not hesitate to call Finance and Operations, Office of the University Secretary at 335-3552.