Introduction | Schedules by Function | Schedules, A-Z
Facilities Management | Financial Management | Governance and Legal Affairs | Information and Communication Services | Personnel Management | Administration, General | Non-Record Documents
Facilities Management |
Acquisition, maintenance, and disposal of physical plant, infrastructure, and equipment. |
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Documents equipment maintenance and disposition. |
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Financial Management |
Financial obligations, revenue, and management of assets and liabilities. |
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Documents budget performance monitoring. |
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Documents development of the University’s budget. |
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Documents payment claims made as part of a unit’s programs and functions. |
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Documents University-paid and University-reimbursed travel expenses of employees. |
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Documents history of the relations between the unit and individual vendors or service providers. |
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Governance and Legal Affairs |
Requirements of and compliance with external laws and regulations and internal governance via University policies and procedures. |
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Documents obligations under contracts, leases, and other agreements between units and outside parties. |
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Documents the development and implementation of policies under a unit’s jurisdiction. |
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Information and Communication Services |
Provision of published information, and communication sources and services, including technology, content, and expertise. |
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Documents published communications within and outside the unit about programs, projects, staff, etc. |
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Personnel Management |
Recruiting, hiring, compensating, and evaluating employees. |
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Documents review of hiring processes for compliance with Affirmative Action/EEO requirements. |
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Documents employee work history. |
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Documents the process of hiring new employees. |
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Documents actual hours worked by employees. |
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Documents student employee work history. |
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Administration, General |
Administrative activities of a unit other than the specific major activities already listed. |
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Documents the activities of ad hoc or standing advisory committees or task forces, made up of members from a variety of units, that develop and recommend policies or procedures; plan and carry out events, programs, or awards; etc. |
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Documents unit’s role in planning and carrying out events such as lectures, ceremonies, conferences, and reunions. |
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Documents information routing and tracking activities for routine office activities. |
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Documents routine administration of programs and activities. |
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Documents on-going and one-time planning, review, and evaluation of unit programs, projects, and services. |
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Documents unit staff meeting proceedings. |
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Documents information of temporary importance. |
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Non-Record Documents |
Most units use documents that are not University records to support their work. Because they are not records (i.e., evidence of University activities), these kinds of documents are not found in records disposition schedules. They can be disposed of entirely at the discretion of department staff. |
Introduction | Schedules by Function | Schedules, A-Z
Archives Home | CWRU's History | Collection & Services | Managing Records
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