How to Update Records Retention Schedules

Updating Schedules Affecting More than One Agency

• How Schedules Affecting More Than One Agency Are Updated
• Please email your Suggested Improvements to Records Retention Schedules Form to [email protected]

Updating State Agency Specific Schedules

• State Agency Schedule Approval Process
• Preparing State Agency Schedules for Submission

Click to expand each topic...

How to Write Descriptions, Determine Retention Periods, and Select Designations...

• Checklist for Evaluating New/Updated Records Series
• How Are Records Retention Periods Determined?
• How to Describe Records Series Using an Excludes Statement

How to Format Records Retention Schedules...

• Agency Records Retention Schedule Template (Word Format)
• How to Format Designations
• How to Format Records Series Titles and Descriptions
• Updating the Front Page of Schedules: Checklist - Visual Guide

How to Complete the Summary of Changes...

• How to Complete the Summary of Changes
  • Summary of Changes Template (Word Format)
• How to Calculate the Change in the Number of Records Series

How to Submit for Review and Approval...

• Email your draft records retention schedule and Summary of Changes to [email protected] for review by the Archives and the State Records Committee