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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

 

Vital Records: Appendix 2: Vital Records Checklist

(Printer version here)

Record Title: _______________________________________________________
Description of Function: _______________________________________________________
_______________________________________________________
Location: __________________________ Retention: __________________________
Format: _______Paper_______Tape_______Disk_______Photo

Answer the following questions for each record series you are evaluating:
  • What would we be unable to do if these records were destroyed?
______________________________________________________________________
  • Can the work be carried forward without the record?
12345
low       medium       high
  • How high would the consequences to the University be?
12345
low       medium       high
  • How much of an impact would losing the records have on
    students and UW employees?
12345
low       medium       high
  • How high would reconstruction costs be? (Time and money)
12345
low       medium       high
  • How quickly would the information need to be reproduced?
12345
low       medium       high
Why? ___________________________________________________________
  • Can the records be replaced from another source(s)?
12345
yes       possible       no
Where? ___________________________________________________________


Add all the circled numbers together for a TOTAL: ____________
Key:    1-9  Nonessential      10-19  Useful      20-29  Important       30-35 Vital

FOR VITAL RECORDS ONLY:
Protection Method:__________________Completed by:___________
Location of other copies:__________________Date___________

©1998 University of Washington