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This document outlines the records retention and disposition policies for personnel and payroll records at California State University, detailing the types of records, their custodians, and the applicable
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How to fill out California State University RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE

01
Start by reviewing the purpose of the Records/Information Retention and Disposition Schedule.
02
Identify the types of records and information that your department or unit handles.
03
Gather relevant policies and regulations that apply to your records management.
04
Refer to the retention guidelines outlined in the schedule for each type of record.
05
Determine the appropriate retention period for each record type based on legal, historical, and operational needs.
06
Fill out the schedule by listing your records, the retention period, and the disposal method.
07
Review the filled schedule with your department head or records officer for accuracy.
08
Submit the finalized schedule to the appropriate university office for approval.

Who needs California State University RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE?

01
All departments and units within California State University that generate, manage, or retain records.
02
University administrators and staff responsible for compliance and records management.
03
Personnel involved in the creation, storage, and disposal of university records.
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Each school district shall maintain indefinitely all mandatory permanent pupil records or an exact copy thereof for every pupil who was enrolled in a school program within said district. Such records shall include the following: Legal name of pupil. Date of birth.
There is no time stamp on how long college credits last in California. Rather, if you've attended a regionally accredited school anywhere in the country, you can transfer those credits to a college or university in a completely different state.
The records must be retained for a period of 5 years from April 15th of the year following the calendar year reported and must be available for inspection as provided by law.
Timelines for Maintaining Records Many state or federal guidelines suggest a minimum of 5 or 7 years. Programs should employ timelines consistent with university policies, where appropriate.
Timelines for Maintaining Records Many state or federal guidelines suggest a minimum of 5 or 7 years. Programs should employ timelines consistent with university policies, where appropriate.
A Records Retention Schedule is a plan for the maintenance, storage, and eventual disposition (archival transfer or destruction) of the records included on it.
Admission Records for Students who do not enroll shall be retained for 1 year after the application term had concluded.

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The California State University RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE is a framework that outlines how long various records and information must be retained and when they can be disposed of. It helps ensure compliance with legal and regulatory requirements.
All departments and units within the California State University system are required to file the RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE to properly manage their records in accordance with state laws and university policies.
To fill out the RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE, individuals must identify the types of records their department manages, determine the appropriate retention period based on the schedule guidelines, and complete the necessary forms with required details such as record titles, descriptions, retention periods, and disposition methods.
The purpose of the RECORDS/INFORMATION RETENTION AND DISPOSITION SCHEDULE is to establish a systematic approach for managing records, ensuring legal compliance, promoting efficient record-keeping practices, and minimizing risks associated with document retention and disposal.
The information that must be reported includes record titles, descriptions, creation dates, retention periods, reasons for retention, and methods of disposition such as destruction or transfer to archives.
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