Most Commonly Used Retention Series:
- 4.5.006 Academic Budget/Personnel Operating Files - FE + 3 years
- 1.1.007 Administrative Correspondence - 4 years (review by university archivist)
- 1.1.070 Administrative Policies - AC + 3 years
- 4.6.002 Bank Reconciliation - FE + 3 years
- 4.5.006 Budget Files - FE + 3 years
- 1.1.013 Calendar, appointment and itinerary records - CE + 1 years
- 4.7.007 Chart of Accounts - FE + 3 years
- 1.1.008 General Correspondence - 2 years
- 1.1.007 General Files - AC + 4 years
- 1.1.059 Meetings, certified agendas or taped records of closed - AC + 2 years
- 1.1.007 Office Files (Correspondence) - 4 years (review by university archivist)
- 5.1.014 Policies/Procedures (Office) - US + 1 year
- 4.2.005 Purchase Orders - FE + 3 years
- 1.1.067 Report - FE + 3 years
- 1.1 Research Presentation Request/Travel Assistance Fund - AC + 2 years
- 3.3.030 Training Records - US + 2 years
- 1.1.057 Transitory Information - AC
- 4.7.007 Travel Vouchers - FE + 3 years
- 1.1.007 University Committees (Correspondence) - 4 years (review by university archivist)
- 1.1 Working Files - AV
- 4.1.006 Yearly Investment Transaction and Monthly Reports - FE + 3 years
What should I include in a file naming convention?
You should include:
- Name that accurately describes the documents and content
- Use consistent spelling and vocabulary.
- Revision or version (Ex: draft, final).
- Author identification if it is a file that multiple authors contribute to (Ex: AnnualReport_110105_Jane)
