Locating Record Schedules

From Recordkeeping 101 we know that as part of completing an assessment of records using the Inventory Management Worksheet, the process also requires you to verify the records retention classification using the Record Schedules.
 
This section shares where to find Record Schedules.

UW-Green Bay Schedules

UW-Green Bay has a few Record Schedules that apply to specific records at UWGB, such as Weidner Center Valet Parking Tickets.  These have been scheduled as a campus and are listed below.  All other record schedules can be located in the UW System record schedules.

UW System Schedules

There are many records all of the UW campuses have in common. These have been scheduled as a system and are used by all University campuses.  Open the excel Record Schedules List for easy searchability or for clarification, see the PDF version of UW System General Record Schedules.


The categories of General Record Schedules available are listed below.

Academic Advising
Administrative Records
Budget and Related Records
Business Communication
Financial Aid
Fiscal and Accounting
Grant and Related Records
Health Services
Human Resources Personnel Systems
Information Technology
Legal Affairs
Police and Parking
Police and Parking Addendum
Research Records
Residential Programs
Risk Management and Related Records including Workers Compensation
State Purchasing & Procedure
State Risk Management
Student-Affairs
Student Records Schedule
UW System Athletics

Note:  The Business Communication (.pdf) schedule covers all forms of communications, including voicemail, text messages, instant message logs, and email. This schedule retention is between 7 days and 6 months for a quick timeline. 

Can't find what you're looking for?

If you have a business record and cannot locate a records schedule that describes it, contact the UW-Green Bay Records Officer.  Your record may require the creation of a new schedule.  UW-Green Bay's Records Officer will coordinate with you in filling out the Records Retention and Disposition Authorization (RDA) form and obtain the required approval signatures before submitting to the State Public Records Board for approval.

​State agencies are statutorily required to provide records schedules for ALL records not already covered by an existing records schedule. By law, RDAs have to be submitted one year after each records series has been received or created.  After 10 years, the RDA sunsets, and a new one must be resubmitted for Public Records Board approval. The records schedule is the key document for establishing a records management program for your department. In Wisconsin State government, the records scheduling process is accomplished by completing an RDA and submitting it to the Public Records Board (PRB) for approval.   UW-Green Bay's Records Manager will coordinate with you in filling out the form and obtaining the required approval signatures.