What is a Retention Schedule

A retention schedule is a simple document that lists the names of the record series produced by your office, along with their agreed retention periods and disposition methods. For an example of this document, see this sample (PDF Version).  A full Retention Schedule will list not only the Record Series (physical records) but also the retention policies applied to digital records in the department's File Plan.

By using a Retention Schedule Records Management can ensure that all records are retained and disposed according to a plan that is agreed to by your office, Records Management, and other authorities on campus who have a stake in how long records are kept. This section of the website details how this document is created and implemented.