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Retention Policy

Record Retention

Subject

Type

Description

Policy

Link

Action

Archive Record

Human Resources

Unclassified Files

Tenured Faculty Personnel 

EVT + 30 years. EVT= Date of employee retirement or death

Unclassified Staff General Records Retention Schedule

Destroy confidentially or transfer to Archives for permanent preservation.




Non-tenured Faculty, Academic Staff Personnel 

EVT + 10 years. EVT= Date of termination of employment

Unclassified Staff General Records Retention Schedule

Destroy confidentially or transfer to Archives for permanent preservation.




Indefinite Unclassified Staff Personnel 

EVT + 10 years. EVT= Date of termination of employment

Unclassified Staff General Records Retention Schedule

Destroy confidentially or transfer to Archives for permanent preservation




Graduate Students Personnel 

EVT + 6 Years. EVT= Date of Termination

Unclassified Staff General Records Retention Schedule

Destroy confidentially.




Recruitment and Screen Committee Materials

CR + 6 Years. CR= Creation

Unclassified Staff General Records Retention Schedule

Destroy confidentially



Classified Files

Classified Staff Personnel

EVT + 8 years; EVENT = is the termination date of state service

Records Retention Schedule from WI State Dept. of Admin.

Destroy




Performance Evaluations

EVT + 8 years; EVENT = is the termination date of state service

Records Retention Schedule from WI State Dept. of Admin.

Destroy




Interview Documentation

EVT + 4 years; EVENT = is the interview date

Records Retention Schedule from WI State Dept. of Admin.

Destroy


Course Proposals


Proposals Approved and Denied

EVT + 10 years. EVT= Date of Approval or Denial

Course Proposal Retention Schedule

Transfer to Archives for permanent preservation

Archive Course Proposal, 2014

Student Records


Academic Records, Admissions, Policy, and FERPA

Retention Varied, See Document

Student Records Retention Schedule

Varied, See Document


Student Evaluations


Tenured Faculty

EVT + 5 Years. EVT= Date of end of semester in which evaluations were completed

Unclassified Staff General Records Retention Schedule, p.15

Destroy Confidentially




Probationary Faculty

EVT + 6 Years. EVT= Date of end of tenure review process

Unclassified Staff General Records Retention Schedule, p.15

Destroy Confidentially




Academic Staff and TA's, PA's

EVT + 2 Years. EVT= Date of end of semester in which evaluations were completed.

Unclassified Staff General Records Retention Schedule, p.15

Destroy Confidentially


Course Evaluations



CR + 1 Year. CR = Creation Year

Records Retention Schedule from WI State Dept. of Admin., p.13

Destroy


All Course Report



Retention: EVT + 3 Years EVENT= Creation of materials

General Administration Records Retention Schedule

Transfer to Archives for permanent preservation

Archive All Course Report 2014.pdf

Department Instructional Report



Retention: EVT + 3 Years EVENT= Creation of materials

General Administration Records Retention Schedule

Transfer to Archives for permanent preservation

Archive DIR, 2014

Faculty Course Statistics



Retention: EVT + 3 Years EVENT= Creation of materials

General Administration Records Retention Schedule

Transfer to Archives for permanent preservation

Active Faculty Course Statistics by:Instructor, 2014 Course, 2014

Syllabus



Retention: EVT + 10 Years EVENT= Last Day of Course

Student Record General Records Retention Schedule, p. 20

Transfer to State Records for permanent preservation


Financial


Fiscal and Accounting Records

Retention Varied, See Document

Fiscal and Accounting Records Retention Schedule

Retention Varied, See Document




Gift Fund Records

Retention Varied, See Document

Gift Fund Retention Schedule

Retention Varied, See Document




Purchasing

Retention Varied, See Document

Purchasing Retention Schedule

Retention Varied, See Document




Payroll

Retention Varied, See Document

Payroll Retention Schedule

Retention Varied, See Document


Research


Research Study, All Media Associated

Evt = 7 Years, Event = Close of the research project

Research Records Retention

Destroy confidentially or send to UW Archives