Get the free Record Series Evaluation Request - North Carolina

DIVISION OF ARCHIVES AND RECORDS GOVERNMENT RECORDS SECTION archives.CDC.gov4615 Mail Service Center, Raleigh NC 2769941659198146900ASSESSMENT OF EMAILS FOR PERMANENT RETENTION CATEGORY 2 December

How to fill out record series evaluation request

How to fill out record series evaluation request

1. To fill out a record series evaluation request, follow these steps: 1. Start by clearly identifying the record series you want to evaluate. Include a descriptive title or name for the record series.
2. Provide a brief description of the record series, including its purpose, content, and any unique characteristics.
3. Indicate the format of the records within the series, such as paper, electronic, audiovisual, or others.
4. Specify the volume or quantity of records in the series, if known. This can be an estimate if exact numbers are not available.
5. Identify any records retention requirements or legal obligations associated with the record series.
6. Describe the current storage conditions for the records, including any environmental controls, security measures, or other relevant factors.
7. Include any information about the record series' organizational or access requirements, such as indexing, cataloging, or retrieval methods.
8. Provide any additional details or documentation that may be relevant to the evaluation process.
9. Submit the completed record series evaluation request to the appropriate department or authority responsible for managing records.

Who needs record series evaluation request?

1. Record series evaluation requests are typically needed by organizations or departments responsible for managing and organizing records.
2. This may include records management departments, archives, libraries, government agencies, or any entity that handles large volumes of records.
3. Individuals or teams within these organizations who are responsible for assessing the value, usefulness, and disposition of record series will require record series evaluation requests.

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What is record series evaluation request?

The record series evaluation request is a formal process for assessing the value, retention period, and appropriate management of specific records within an organization.

Who is required to file record series evaluation request?

Any organization or individual responsible for managing records and information within an organization may be required to file a record series evaluation request.

How to fill out record series evaluation request?

To fill out a record series evaluation request, one must provide detailed information about the records in question, including their title, description, usage, retention period, and any legal or regulatory requirements.

What is the purpose of record series evaluation request?

The purpose of a record series evaluation request is to ensure that records are properly managed, retained for the appropriate length of time, and disposed of in a timely and secure manner.

What information must be reported on record series evaluation request?

Information that must be reported on a record series evaluation request may include the title and description of the records, their retention period, any legal or regulatory requirements, and the reason for the evaluation.