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Retention and Disposition Schedule

Systemwide Records/Information Retention and Disposition Schedules Implementation
Executive Order no. 1031

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For Technology Data Security Information relevant to the operation, maintenance, assets, audits, reports, and security of technology at CSUF, contact the Information Security Office. 

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President's Directive No. 20

University Records/Information Retention and Disposition

CSU Executive Order 1031 requires campuses to develop and implement procedures for information retention and disposition.

Read the President's Directive Number 20

 

Records Retention and Management Training PDF 

Schedule Series - Custodian

Custoidans by Subject Area
Subject Area Custodian(s)
Personnel / Payroll  
Fiscal  
Environmental Health and Safety  
Student Records  
Facilities  
University Police  
University Advancement  
Academic Personnel  
Curriculum & Accreditation  
Research & Sponsored Programs  
Institutional Records  
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Types of records

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Vital

Vital records are critical to maintain to ensure operational continuity for the campus after a disruption or disaster. 

Operational

Operational records are required by a campus/department to perform its primary function.

Legal

Legal records required to be kept by law, needed for litigation, or a government investigation.

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 Historical

Historical records are of long-term value to document past events.

Fiscal

Related to the financial transactions of the campus, especially those required for audit or tax purposes.

Archival Record

Archival records are those records that have permanent legal, fiscal, administrative, or historical value. They should be transferred to the University Archives. 

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1.0 Personnel/Payroll

Download 1.0 Excel File

2.0 Fiscal

Download 2.0 Excel File

3.0 EH & S

Download 3.0 Excel File

4.0 Student Records

Download 4.0 Excel File

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5.0 Facilities

Download 5.0 Excel File

6.0 University Police

Download 6.0 Excel File

7.0 University Advancement

Download 7.0 Excel File

8.0 Academic Personnel

Download 8.0 Excel File

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9.0 Curriculum & Accreditation

Download 9.0 Excel File

10.0 Research & Sponsored Programs

Download 10.0 Excel File

11.0 Institutional Records

Download 11.0 Excel File

Records Retention Schedules

Schedules | CSU (calstate.edu)

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