Document Storage: Storing Confidential Records

Please follow these additional steps when preparing confidential records for storage:

  1. Determine the confidentiality and privacy status of all records and comply with the university's Records and Archives Policy PPM 320-10 and BUS and Finance RMP-2 Records retention and disposition.
     
  2. Ensure that university records are retained if they are currently part of, or are likely to be part of, any legal action or proceeding, litigation, audit, investigation or review, even if the records retention schedules or other policies or procedures indicate that the records are eligible for destruction.
     
  3. Ensure that only persons with the proper authority can view the appropriate records.