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Activity

IV.04. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Business Affairs

Series Name

Business Process Monitoring and Assessments

Series ID

404-20-815

Custodians

Any creating unit performing the assessment

Description

Document the monitoring of business processes for compliance with applicable rules related to purchasing, travel, and other payables, including but not limited to Purchasing Card (P-Card) and One Card. This series does not include audits conducted by the Office of Internal Audit.

These records found in all media (paper, digital, or other) may include but are not limited to:

scope of work, plans, surveys;
copies of transaction data and/or reports;
notifications when appropriate;
responses;
records of corrective and remedial actions;
reports; and,
related documentation.

Retention and Disposal Instructions

6 years, purge.

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.

Records Retention Schedule Menu

Records Retention Schedule

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