Ursula,

At York University, my office is developing a university-wide 
functions-based file plan and records schedule.  This covers both 
operational and administrative records.  The Advancement function 
generally falls within the "Communications and Public Relations" function, 
but Advancement and Alumni Services will use whatever functional file 
classes it needs for its records.  We provide the broad classification 
buckets with the retention rules attached, and the units themselves will 
be able to more finely define their file plan if they wish.
________________________________________
Carolyn Heald
Director, Records and Information Management
& Coordinator, Information and Privacy Office
Tel:  416-736-2100 ext. 20398
Email:  [log in to unmask]
York University
4700 Keele Street, Ross N945
Toronto, ON  M3J 1P3
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Ursula Shail <[log in to unmask]> 
Sent by: Records Management Program <[log in to unmask]>
28/03/2007 09:43 AM
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Subject
Organizational placement of RM within a University Advancement office






The University of Toronto's policy is that each university department is
responsible for managing its own operational records, while referring to 
the
University file plan for administrative records, such as finance, HR, etc.
Having said that, I am interested to know from other University 
Advancement
offices, what the organizational structure is for the placement of your
records management program within the Advancement Department.

 

Thank You.

 

Ursula Shail

Manager, Document Systems

Division of University Advancement

University of Toronto

 

 

 

 


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