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UW Home > UWIN > Business Services > Records Management 




Inactive Records Storage
Using the Records Center
Records Retrieval
Interfiling
Disposition of Records
Shredding of Confidential Records


What's a Vital Record?
Why Are Vital Records so Important?
How Do You Identify a Vital Record?
How Do You Protect and Store a Vital Record?
Steps for Offices to Follow
Appendices


Why File Management?
File What?
Developing or Improving a Filing System
Purging
Maintaining a Filing System: Inactive Storage
Appendices

Balanced Scorecard

 

Files Management: Purging

Records which have reached the end of their retention period and are not archival can be considered obsolete. Obsolete records should be purged on a regular basis.

Purging serves several purposes:

  • reduces the number of files in an office
  • facilitates the retrieval of information as there are fewer files to search
  • avoids last minute crash programs to clean out office or storage areas
  • ensures compliance with records retention schedules
  • reduces the risk of litigation loss
  • reduces the risk of unfavorable audit findings

Duplicates and other material that may be disposed of without a specific records retention period can be purged at any time. Confidential records must be shredded.


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