Please note: The official University of Iowa records retention schedules are under revision. Updates will be posted periodically. 

These retention schedules are designed to assist university departments in preserving official records appropriately while providing economy and efficiency in the creation, organization, maintenance, use, and disposition of records.

Search Criteria

Administrative unit: represents either the administrative unit responsible for establishing the official record retention criteria OR the administrative unit responsible for maintaining the official records identified.

Confidential: indicates official records that contain information of various sorts that the university receives and holds confidential unless otherwise ordered by a court, by the lawful custodian of the records or by another person duly authorized to release such information. Examples include: student records, medical records, personnel records, etc.

Vital: indicates official records that contain information considered essential for the operations of a department (and/or the university) and includes information that may prevent a department from incurring serious liability or risk, or that would be extremely costly to replace. In the event of a disaster, this information, if destroyed, would make it difficult for a department to conduct normal business activities.

Export the full list of Official Record Retention Schedules available to date – or use the search criteria below for a more targeted search.

Displaying 201 - 220 of 319

Filters

Recombinant DNA (rDNA) Documents/Approvals

rDNA Approvals and associated documents voted on/approved by the Institutional Biosafety Committee (IBC).
Record category
Environmental Health & Safety
Official files maintained by
Environmental Health and Safety
Confidential
No
Vital
Yes

Reconciliations of Cash & Change Fund Verifications

Reconciliation of cash (including validation of deposit tickets), and verification of departmental change funds.
Record category
Accounting and Financial
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Reconciliations of Transaction Detail Reports (TDR's)

Transaction Detail Reports (TDR's) maintained electronically by central administration.
Record category
Accounting and Financial
Official files maintained by
UI Accounting & Financial Reporting
Confidential
Yes
Vital
Yes

Recordable Medical Events

Records of medical events related to radioactive materials that are required by IDPH to be recorded
Record category
Environmental Health & Safety
Confidential
Yes
Vital
Yes

Recruitment Records

Recruitment records include position postings/requisitions, resumes, CVs, job applications, reference letters, letters of recommendation, and all recruitment/search documents (e.g., writing samples, portfolios) for applicants to positions within a department for all position types (merit, student, faculty, and P&S).
Record category
Personnel, Human Resources and Recruitment
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Release Records of individuals involved in radiopharmaceuticals or Implant therapies

Release records of radioactive materials (RAM) therapy patients sent from departments to EHS.
Record category
Environmental Health & Safety
Confidential
Yes
Vital
Yes

Request for Travel/Travel Cash Advance

Required documentation of approval for travel or cash advance by UI employee. (Electronic transaction in ProTrav System).
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Required Iowa Department of Public Health (IDPH) Notification - Radiation Incidents

Radiation incidents requiring IDPH Reporting
Record category
Environmental Health & Safety
Confidential
Yes
Vital
Yes

Requisitions - PReqs

Documentation of purchases of good/services from external vendors. Requisitions are created in the electronic Preqs system. Typical supporting documentation for a requisition would be quotations, invoices, specifications for competitive bid, competitive bid documentation (see competitive bids), sole source justification, etc.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Requisitions for inter-department purchases

Documentation of charges to internal UI departments/customers for sales, purchase and services. (Requisition plus two signature approvals.) Typical supporting documentation would be any information pertinent to the request - specifications for a facilities maintenance job order, design specifications and proof for printing jobs, etc.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Research Agreements where UIRF is a signatory

These are agreements related to sponsored research at UIRF. UIRF is only a signatory (generally just Division of Sponsored Programs) if rights are granted to intellectual property generated during the research.
Record category
Inventions, Patents and Research Agreements
Official files maintained by
UI Research Foundation
Confidential
Yes
Vital
Yes

Research Misconduct Documentation

All documents, files, and data, whether in paper or electronic form, related to research misconduct allegations.  This includes, but is not limited to, allegation assessments, inquiries, investigations, federal agency oversight reviews and findings, and federal agency administrative actions.

Record category
Research Integrity and Security Office
Official files maintained by
Research Integrity and Security Office
Confidential
Yes
Vital
Yes

Research Security Documentation

Research Security Documentation

Record category
Research Integrity and Security Office
Official files maintained by
Research Integrity and Security Office
Confidential
Yes
Vital
Yes

Respirator Fit Test Records for Staff

Respirator fit test records for staff required to wear a respirator to perform job duties (EHS, Facilities Management, Housing and Dining, UI Health Care, etc.).
Record category
Environmental Health & Safety
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
No
Vital
Yes

Room Survey Reports

Reports of surveys conducted in rooms where radiation is used
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Safety Data Sheets

Safety Data Sheets for chemicals used for EHS Environmental Programs by EHS and other campus departments.
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Salary Distribution Source Documentation

CCAD, NADS, IIHR, and Physics departments distribute salary/wage costs to grants & contracts based on time tracking system. Source documentation supports the distribution.
Record category
Grants and Awards
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

School Eligibility Records

School Eligibility Records include the university's Program Participation Agreement (PPA), Eligibility and Certification Approval Report (ECAR), Fiscal Operations Report and Application to Participate (FISAP), State of Iowa agency reports, and the records used to verify the data that appears in reports/forms used by the school for its participation in Title IV HEA progams. 

Record category
Student Financial Aid
Official files maintained by
Office of Student Financial Aid
Confidential
Yes
Vital
Yes

Scientific/Technical Progress and Final Reports

Summary of the project performance, outcomes, results, or completion, submitted to the sponsor as periodic progress reports or final reports.
Record category
Grants and Awards
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Sealed Source Inventory and Survey Records

EHS Records of Inventory and surveys of sealed sources (radioactive sources that have been designed to prevent spread of radioactive material under normal working condition, e.g., they are permanently bonded or fixed in a capsule or matrix designed to prevent release and dispersal of the RAM under the most severe conditions of normal handling.)
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes