Policies

Policy Title: 

Document Retention/Document Management

Department: 

DISABILITY SERVICES

Purpose:

The Department will categorize its document types to ensure that the University’s data retention guidelines are in compliance with federal, state and local mandates.

Policy Statement:

All Document Types within the Department will be reviewed for compliance, at which time they will be available via the University’s electronic storage system.  At such time the electronic versions will be considered ‘originals’ and the paper versions shredded. 

Policy Description:

As of 3/26/09 the following Document Types will be kept as originals in electronic format only, for the period specified by existing Federal and State mandates.

     DSO intake interview form

     Contact sheet

     Educational Documentation letter

     Documentation of disability

Additional Information:

Exception: The University will retain paper/original documents for any matter that is "in controversy" (internally or externally) or that has concluded but subject to an appeal period.

See also “Institutional Data Classification” policy.

Approved By:  Sibyl Brownlee

Approval Date:  April 3, 2009

Revision Date: