Forms
Click on the links below to download a form as part of an assessment of records in your area.
| Form | Use Description |
|---|---|
| Inventory Management Worksheet | Use this tool to document your department/operational areas records - both paper and electronic. This worksheet will also help you prepare records that are ready for disposition. Destruction entries on this form can be copied over to the Confidential Disposal Request form. May also use the Inventory Worksheet Example as an example. |
| Transfer to Archives | Upon assessment using the Inventory Management Worksheet, records requiring transfer to the Archives will need to be noted on this form before submitting to Archives. |
| Confidential Disposal Form | During the confidential destruction process at UWGB, use this form to report records that can be confidentially destroyed. It requires signature by the Department Supervisor and review by the Records Officer (or designee). All records for disposal MUST be matched with an approved record schedule. Upon review, staff will be authorized to take their records to the Mail Room on the designated destruction date. Note: if unsure if records can be destroyed, start with the Inventory Management Worksheet to conduct an assessment of records first. |
| Records Retention and Disposition Authorization (RDA) | This form is only used by the Records Officer to create a new records schedule. |