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 181 - 200 of 319

Filters

PPE Respirator Assessments

EHS Respirator assessments conducted for UI Staff
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Pre-award Routing Form (Sponsored Research)

University form to document proposal review, approval, and certifications by PI, DEO, and Dean.
Record category
Grants and Awards
Official files maintained by
Division of Sponsored Programs
Confidential
Yes
Vital
Yes

Prior RAM (Radioactive Materials) Occupational Dose Records

EHS Reports of radiation doses received by UI staff prior to UI employment
Record category
Environmental Health & Safety
Confidential
Yes
Vital
Yes

Probate Records

Correspondence with the state and attorneys regarding the transfer of money from wills, trusts, gift documents, etc. to the University of Iowa directly.
Record category
Audit & Legal
Confidential
No
Vital
No

Procurement Card Purchases

Procurement card purchases are recorded in ProTrav. Typical supporting documentation includes invoices, registration forms, receipts, proof of payment, etc.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Procurement Card Request form

Procurement card request forms are created and maintained in ProTrav.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Promissory Notes & Institutional Loan Documents

Original Student Loan Promissory Notes & Institutional Loan Documents
Record category
University Billing and Student Loans
Official files maintained by
Treasury Operations
Confidential
Yes
Vital
Yes

Promotion and Tenure Records

Dossiers and supplemental materials of faculty members being reviewed for promotion or tenure.

Record category
Academic and Faculty
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
No

Promotion and Tenure Records: Grievance Decision Records

Dossiers, grievance documents, and final decisions of promotion and tenure cases that are disputed by faculty member.

Record category
Academic and Faculty
Official files maintained by
Office of the Executive VP and Provost
Confidential
Yes
Vital
No

Proof of delivery/receipt of product or services

Typically includes packing slips - signed and dated, time records, job sheets or the entry of an electronic receipt into PeopleSoft. Electronic receipts are maintained by UI Purchasing, Accounts Payable and Travel.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Property Claims

Records of claims for damage to University property covered through commercial insurance and/or self-insurance. Some records may be kept permanently for claims of historical significance.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Property insurance policies

Property Insurance files including policy documents, applications, renewals, correspondence, property valuations, etc.
Record category
Risk Management, Insurance and Loss Prevention
Official files maintained by
UI Risk Management
Confidential
Yes
Vital
Yes

Purchase Order Invoices/Vouchers

Vendors invoice is either sent to us electronically via Vendor Trak, GHX or email. Paper invoices are mailed to AP and once entered they are scanned. The scanned image is attached to the transaction.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Purchase Orders

Purchase orders are maintained in PeopleSoft Purchasing Module. Purchase order back up documentation is kept with the requisition that generated the order. See Preqs for further information.
Record category
Purchasing, Accounts Payable and Travel
Official files maintained by
UI Purchasing, Accounts Payable and Travel
Confidential
Yes
Vital
Yes

Quarterly Balance Sheet Reconciliations

Documentation of quarterly balance sheet reconciliations performed at the department/unit level per policy at http://afr.fo.uiowa.edu/policies-procedures-resources/quarterly-reconciliation-balance-sheet-accounts.
Record category
Accounting and Financial
Official files maintained by
Local Department responsible for creating or overseeing the record
Confidential
Yes
Vital
Yes

Radiation Shipping Records

Records of radioactive material packages shipped from UI
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Radioactive Materials (RAM) License Inspections

Records of RAM License Inspections
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Radioactive Materials Licenses

All licenses for the use of radioactive materials at UI and UIHC
Record category
Environmental Health & Safety
Confidential
Yes
Vital
Yes

Radioactive Materials Package Records

Records of radioactive materials packages received
Record category
Environmental Health & Safety
Confidential
No
Vital
Yes

Real Estate Agreements

Misc. documents with city governments; state agencies; and various non-profit partners.
Record category
Contracts, Real Estate and Leasing
Official files maintained by
UI Business Manager Office
Confidential
Yes
Vital
Yes