01 – ADMINISTRATION / PLANNING, ORGANIZATION AND INTERNAL GOVERNANCE

01.26

Evaluation of units

Records dealing with evaluation or organizational development activity in one of the institution’s units.  The file may include the following records:  evaluation or action mandate and procedure, correspondence, unit self-evaluation, satisfaction survey, comparisons with other institutions, target-group consultations, and evaluation reports.

copy

Unit

Active

Semi-active

Inactive

primary [ a ]

unit responsible

2 years

3 years

R¹

secondary [ a ]

other units concerned

X²

D

N o t e s :                                                                                                             ( D = Destruction   R = Retention )

¹ Archives selection:  Retention of summary reports and records documenting the objectives, process and results of the evaluation, consultation or action (self-evaluation reports, survey reports, client comments, final report, significant correspondence).  Destruction of support records.
² Retention:  Until completion of the evaluation or action. 

[   ] = medium --->a = paper   b = microfilm   c = electronic    d = audio-visual   e = other

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Updated:  14/3/02