Getting Started as a Record Liaison

To take the online training, please click here, or go to training.byu.edu and search for "Records Liaison" in the catalog. Please contact 2-6260 with any questions.

• Tip: Each department on campus should have a Record Liaison, typically assigned by the department head or supervisor. If you are uncertain who the Record Liaison is, please contact University Records and Information Management at 2-1670.

□ Identify records in the department and how long to keep them.

□ Identify historical records to be preserved for future generations.

• Tip: To view the Records Transfer Sheets of department boxes previously submitted to the University Records Center, please click here.
• Tip: To schedule a Department Retention Schedule appointment with the URIM Records Analyst, please call 2-6260

Using the completed DRS:

□ Decide which electronic records to keep in Box or another approved location.

□ Decide which paper records to store in the University Records Center and which to store in the department.

□ Move finalized electronic records from the day-to-day work area to the University Records area of Box or other approved locations at least once a year where:

• Retention of records is managed.
• Historical records are preserved.

□ Send inactive paper records that have not met retention and are no longer needed by the department to the University Records Center using the eRTS system. Please call 2-2828 for support.

□ Dispose of paper and electronic information (non-records) that are no longer needed by the department.

Suspend the deletion of all records and information if your department has received a Litigation Hold from the Office of the General Council (OGC).