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Frequently Asked Questions

  1. Are departments required to maintain paper copies of the monthly Statement of Account (SOA) for records retention purposes?

  2. What is transitory information?

  3. What is the difference between master records versus convenience copies?

  4. In the Retention Schedule, what do the codes CE, FE, FE+3, and AC mean?

  5. What do I need to know before converting my paper records to PDFs or electronic images?

  6. 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?

  7. Once approval has been received to dispose of confidential records, what are the options?

  8. What is the difference between general and administrative correspondence?

  9. Are there procedures for destroying credit card documentation?

  10. What do I need to do if a record series requires archival review?

  11. Which code should I use for e-mail?


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  Updated 2008 September 25
  Comments on OA web pages ofa@www.utexas.edu