Introduction to Records Management at Coastal Carolina University
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1 Introduction to Records Management at Coastal Carolina University Office of Institutional Research, Assessment and Analysis Edward M. Singleton Building Room 211 (843)
2 Introduction to Records Management at Coastal Carolina University Records Management 101: What is it? Why do I need to know about Records Management? Basic terms and concepts Who are the players and what are their responsibilities? How you can contribute? How to handle records Goals and best practices Contact Information Resources
3 Records Management 101: What is it? The application of management techniques to control the creation, organization, use, retention, disposal, and selective preservation of public records, regardless of media. For South Carolina State Institutions such as Coastal Carolina University, Records Management ensures that the final disposition of administrative and academic records is in compliance with the South Carolina Public Records Act (S.C. Code to ).
4 What constitutes a public record? According to the South Carolina Public Records Act (S.C. Code to ) and Freedom of Information Act (S.C. Code to ): Public Records are defined as "all books, papers, maps, photographs, cards, tapes, recordings, or other documentary materials regardless of physical form or characteristics, that are prepared, owned, used, in the possession of, or retained by a public body." This definition includes materials such as paper, microfilm, electronic records (such as computer disks or OnBase Records), maps, photographs, films, sound recordings, etc.
5 Our Mission Coastal Carolina University s Office of Institutional Research, Assessment and Analysis (IRAA) is responsible for overseeing the management of records that document university functions, policies, procedures, and decisions in order to protect the legal and financial rights of the university and the State of South Carolina.
6 Our Services To ensure that university records may be properly maintained: assist departments and administrative offices in identifying and standardizing records retention/disposition practices. oversee departmental adherence to approved records management policies and procedures in order to ensure compliance with the South Carolina Public Records Act (S.C. Code to ). promote a systematic and uniform disposition of the university's vital records.
7 University Archives and Records Center Located in the Atlantic Hall, the University Archives and Records Center is a secure, climate controlled warehouse for storage of official University records. The Records Center houses records from Human Resources and Equal Opportunity, Registrar s Office, Athletics and other offices on campus.
8 Why do I need to know about Records Management? Records are Everybody s Business: Anyone who creates, files, maintains, or disposes of records is managing records. It is your responsibility to protect the records you control. Using good records management practices to handle records saves time and money, physical and electronic storage space, and improves access to information.
9 More Reasons to Take Action: Risks of Unmanaged Records Loss of valuable information Legal liability Unnecessary retention of information Noncompliance with state protocol Inability to locate information Rising costs related to storage Loss of organizational efficiency
10 The Good News: Benefits of Well Managed Records Improves efficiency and productivity Promotes more effective decision making Preserves historical record and protects vital information Reduces operating costs by enabling effective use of storage Controls creation and growth of records Ensures regulatory compliance Minimizes risk of litigation
11 Basic Terms and Concepts Records Retention Schedule: A document that identifies the length of time a record series must be retained in active and inactive storage before its final disposition to the state archives, permanent storage, or destruction. Record Series: A group of identical or related records that normally are used or filed together.
12 Basic Terms and Concepts (cont.) Retention period: The period of time during which records must be kept before they may be disposed of, usually expressed in years or contingent upon an event such as "end of fiscal year." Custom Schedule: A new record series that is created by the Records Officer when the record does not fall under another record series in the General Retention Schedule. Disposition: Any action taken regarding a record after it is created or received by an agency. Final Disposition is the final treatment of the record whereby it will be either archived and preserved or destroyed.
13 Who are the players and what are their responsibilities? Owner: manager of a business process or department. Custodian: person who is physically storing the records but does not own them. Records Management Officer: works with owners and creators of records to determine what records must be kept and for how long.
14 How YOU Can Contribute: Your Role in Records Management Organize records by content to ensure efficient retrieval and retention. Understand and implement records management protocol. Work with the Office of Institutional Research, Assessment and Analysis to maintain compliance with state guidelines and keep informed. Help educate other users. Provide suggestions and feedback.
15 How do I handle the records I keep? File them according to a logical and consistent plan. Become familiar with the record series of the department; the General Retention Schedule will show how long records must be kept. When in doubt about the disposition of a record, contact the Office of Institutional Research, Assessment and Analysis FIRST!
16 Why don t I just retain all of my information? Storing unnecessary information can be costly. Storing records after they are no longer useful is a waste of storage space and maintenance effort. Keeping an ever growing volume of records makes it difficult to locate vital files as needed. There are liability issues in retaining outdated and insignificant records.
17 How long must I keep a record? It depends on the Record Series it belongs to: The S.C. State Records Retention Schedule lists all Record Series by type and explains how long they must be kept. Storing records by Record Series and by date makes it easier to know which records are available for destruction so approval may be requested
18 What if I am not sure? When there is any doubt whether a document is a vital university record, it should not be disposed of without authorization! Always contact the Office of Institutional Research, Assessment and Analysis to verify the destruction of any record!
19 Steps to store records in the Center 1. Records stored in the University Archives and Records Center must be boxed in a small banker box. To obtain the appropriate box, contact Holly Legg with the number of boxes needed. The boxes will be supplied. 2. Complete the box label and place it inside the box. Please do not mark the outside of the box at all. 3. Submit a work request for Facilities to move the box(es) to the Records Center stating that Holly Legg must be contacted for access to the room. 4. Once at the Center, a permanent label will be affixed to the front of each box. The box is then added to the database and placed on the appropriate shelf.
20 How do I destroy records? Authorization for the destruction of all records must be obtained prior to destruction of any records. An audit, open records request, or litigation could require those records to be kept until resolution. If you have any questions, contact: Holly Legg Office of Institutional Research, Assessment and Analysis Ext.: 2994 E mail: hlegg@coastal.edu
21 Steps for Destruction of Records 1. Determine the records that need to be destroyed. 2. Send an e mail to Holly Legg with the following information: Detail what records are ready for destruction (e.g. student records or personnel files) Include information for inclusive years (e.g. January 2008 March 2010) List how much needs to be destroyed (e.g. 1 paper box, 4 legal filing cabinet drawers) 3. The Report on Records Destroyed form will be e mailed to the requester. Once received, the records may be destroyed.
22 Steps for Destruction of Records (cont.) 4. Once destruction occurs, fill in the date of destruction on the Report on Records Destroyed form. 5. The director/chair of the department will then sign the form at Department Signature. Please make sure not to sign the form on the Record s Officers signature line. 6. Send the original, signed form back to Institutional Research, Assessment and Analysis, SNGL 211.
23 What happens if files are destroyed without authorization? There are legal implications associated with destroying records without authorization as well as with keeping records when not required. You are responsible for seeking assistance and making correct decisions regarding the records in your custody again, consult the Office of Institutional Research, Assessment and Analysis
24 Electronic Records: Proper Care and Handling Any records created, generated, sent, communicated, received or stored by electronic means are also subject to records retention schedules. When in doubt, contact us! Remember: when paper records are scanned into an electronic format, they become electronic records!
25 Best University Practices Keep right amount of information for right length of time Meet all legal requirements Control storage costs Demonstrate good faith through consistent implementation Protect vital records Produce information quickly and efficiently Integrate policies/procedures university wide Establish ownership and accountability Promote ongoing university wide training Exercise compliance controls
26 Contact Information Christine Mee Executive Director Institutional Research, Assessment and Analysis Ext. 2091, e mail christin@coastal.edu Holly Legg Associate Director, Assessment & Records Management Institutional Research, Assessment and Analysis Ext. 2994, e mail hlegg@coastal.edu
27 Resources Web Links South Carolina Public Records Act South Carolina Freedom of Information Act South Carolina State Archives: Records & Management Division Electronic Management Guidelines Managing (PDF file) S.C. Record Retention Schedules for Universities
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