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Frequently Asked Questions - Scheduling |
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- What if I can't find my records in the General Records Schedule (GRS)?
- Contact Records Management Services by telephone or e-mail. One of the records analysts can work with you to create a Special Records Schedule. Special Records Schedules are created for precisely this situation. The analyst will consult with you to determine the proper retention period and disposition for your records. After these have been determined, and with the approval of your department head and the University Archivist, your new Special Records Schedule will have the same authority as the GRS.
- How long do I need to keep routine financial records?
- Most routine financial records are covered in the Accounting section of the General Records Schedule and must be retained for 1 - 6 years. Additionally, the ACTTS (AP, Cash Management, Tax, Travel, and Sponsored Research) group in Central Administration, in cooperation with Records Management Services, has prepared a policy and procedure statement for financial records, entitled Documentation Retention Procedures for Common Financial Transactions that can be found at http://vpf-web.harvard.edu/ofs/policies/documents/docum_reten_proce_commo_finan_trans.pdf.
- Have a question that's not here?
- Let us know at rms@hulmail.harvard.edu. We're always looking for questions to add to the list.
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