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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: What Is A Vital Record?

A Vital Record is recorded information, regardless of format (i.e., paper, photo, database, magnetic tape), that must be protected in the event of an emergency or disaster because of severe consequences to the office and the University as a whole if the record is lost or destroyed.

Vital records are records that will be needed in anywhere from a few minutes to 24 hours after a disaster to get your office up and running again. They are records that, if lost or destroyed, would be both costly and time consuming to recreate - if they can be recreated at all. They can be active (currently used by the office) or inactive (in storage).

Vital Records are:

  • Vital to the function and mission of the University.
  • Essential for the continuous operation or reconstruction of any University owned buildings.
  • Necessary to establish or protect the legal or financial position of the University.
  • Necessary to protect and ensure the rights and interests of the employees and clients of the University.

Tips for identifying which records in your office may be vital are outlined in How do you Identify a Vital Record. Only a small percentage of your records will be vital; most will fall into one of the following three categories:

Essential Records - These are records that will be needed within 72 hours after an emergency and, although it may be costly and difficult, CAN be reconstructed or replaced from other sources.

Useful Records - These are records which can be easily replaced. The time and cost of reproducing or accessing these records would be minimal because of the ready availability of these records at other locations.

Non-Essential Records - These are records that are of little or no value to the office and probably should never have been retained. Examples would be stores catalogs, brochures, extra forms, etc.

Individual offices need to complete an analysis of their records in order to identify under which categories their records will fall.

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