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The following describes the process for disposing convenience copy records that have met retention in the Meridian vault.  Click here for a print version (PDF).

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Objective:

Identify convenience copy records in the University Operations vault that have met retention; delete and purge records.

Role: 

Document Manager / Vault Administrator

Tools:

Meridian University Operations vault
RetentionFlag tool
PurgeDocuments tool
Microsoft Excel (for generating report)

Inputs:

Yearly September review by Document Manager to dispose of records that have met retention following the end of each fiscal year.

Outputs:

Convenience copies that have met retention are removed from vault.

Controls:

NA

Measurements:

To be determined

Procedures:

Run Retention Flag tool
Delete records
Run Purge Documents tool

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