How to Update State Agency Retention Schedules

To better assist state agencies in the retention, destruction, and transfer of their electronic and non-electronic public records, Washington State Archives is implementing improvements to records retention schedules.

• State Agency Schedule Approval Process (December 2017)
• Preparing State Agency Schedules for Submission
• Checklist for Evaluating New Records Series
• How to Format Designations
• How to Format Records Series Titles and Descriptions

SUBMITTING AGENCY SCHEDULES or CHANGES TO APPROVED SCHEDULES FOR REVIEW:

To submit a completely new agency schedule in the new format for review:

Complete the template for the new agency schedule (see below for form) and submit along with a completed Summary of Changes to [email protected]

• Agency Records Retention Schedule Template (Word Format)
• Summary of Changes Template (Word Format)

If you have a new approved agency schedule and want to make other changes/revisions/corrections:

Download the existing approved version in the WORD format located on the OSOS website, make the changes, and submit along with a completed Summary of Changes to [email protected].

Any new schedule and any and all changes (including corrections) will be submitted to the State Records Committee (SRC) for approval.  Inclusion on the SRC agenda depends on the scope and complexity of the submitted schedule for review.