Frequently Asked Questions
-
Are departments required to maintain paper
copies of the monthly Statement of Account
(SOA) for records retention purposes?
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What is transitory information?
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What is the difference between master records
versus convenience copies?
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In the Retention Schedule, what do the codes
CE, FE, FE+3, and AC mean?
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What do I need to know before converting my
paper records to PDF's or electronic
images?
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Which staff paperwork do I need to maintain as
originals in our department, and which staff
paperwork does HR maintain as originals in
their files?
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Once approval has been received to dispose of
confidential records, what are the
options?
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What is the difference between general and
administrative correspondence?
-
Are there procedures for destroying credit card
documentation?
- What do I need to do
if a record series requires archival
review?
- Which code should I
use for e-mail?
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Management Services Staff
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