Retention Policy

Retention Policy

This document give details and links to the records management policies of the UW-Madison.

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

 




Keywords:Retention Policy   Doc ID:59643
Owner:Nick E.Group:Department of Geography
Created:2016-01-11 13:29 CSTUpdated:2016-05-01 10:00 CST
Sites:Department of Geography
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