Records & Information Management · Departmental Inventory

Departmental Records Inventory

For each record series your department maintains, tell us its format, roughly how much there is, and its retention. Each series you confirm becomes one inventory record for the project team.

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Submission

Who's completing this

Your name

Department records overview

These apply to the department as a whole and are recorded against every series below.

Records owner

Person or role responsible for this department's records

Primary storage location

Where most of this department's records live

Any records under an active legal hold?

Yes No Unsure

Record series

For every series, tell us whether your department maintains it — each one is recorded either way, so “we don't keep this” is captured too. When you select “We maintain this,” a few quick questions appear. Retention is pre-filled from the bank's draft schedule; adjust it if your department knows differently. Don't see a series you keep? Add it at the bottom.