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Document Retention Policy - for Administration and Finance

Division     

          

 

Administration and Finance

Department

 

Accounting

 

 

 

Document Retention/Document Management

 

Policy

 

 

 

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

Procedure

 

 

 

 

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.

 

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

Vice President/Date

 

 

Approved by

Cabinet/Date

 

 

Revised Date

 

 

 

Last modified at 3/21/2013 3:10 PM  by Polakowski, Renee