Records Retention Schedules for
Quebec Academic Institutions

Home Page | Table of Contents | Categories, subjects and schedules | List of schedules | Index

 

 

05 - STUDENT AFFAIRS / STUDENT POPULATION

05.01

Forecasting Student Population

Records relating to the forecasting, study and analysis of the evolution of the institution’s student population: projections, studies, reports, statistics, etc.

Copy

Unit

Active

Semi-active

Inactive

primary  [ a ]

unit responsible

2 years

3 years

R

secondary [ a ]

other units concerned

2 years

 

D

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

 

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

  PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT POPULATION

05.02

Student recruitment

Records relating to promotional activities organized for the purpose of recruiting new students: open houses, college tours, participation in information fairs and functions, etc. Records relating to publicity or advertising in the media or posted in public places are covered under a separate retention schedule (see schedule 09.06).

copy

Unit

Active

Semi-active

Inactive

primary       [ a ]

unit responsible

2 years

3 years

R1

secondary   [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of reports describing activities organized and results obtained.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 – STUDENT AFFAIRS / STUDENT POPULATION

05.03

Student population – Electronic records

Data used to develop a profile of the institution’s student population in a given period: census data on the university population, data used to prepare preliminary and official statistics on registrations by program, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

2 years

5 years

R

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

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 – STUDENT AFFAIRS / STUDENT POPULATION

05.04

Student population 

Records dealing with the monitoring of the evolution of the institution’s student population: preliminary and official statements of registrations, admissions and activities, preliminary and official statistics, listings of full-time students, reports on the student population, university clientele inventories, analyses of student strength, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

5 years

R1

secondary [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of official statistics, studies and reports. Destruction of preliminary records, lists and reports.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.05

Organization of academic session (student population) -
Electronic  records

Data used to monitor the management of the student population in a given academic session: issue of registration statements (invoices), issue of transcripts, lists of inactive files, registrations, potential graduates, rejected applicants, progressive penalties, students in financial arrears, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

2 years

5 years

D1

Notes :                                                                               ( D = Destruction   R = Retention )

1 Destruction: Research value ensured by retention of electronic records on the student population (schedule 05.03) and the following paper records: statistics, official studies and reports relating to the student population (schedule 05.04).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.06

Organization of academic session (student population) 

Records relating to the monitoring of transactions associated with the management of the student population in a given academic session: reports of issue of registration statements (invoices), lists of issues of transcripts, lists of inactive files, potential graduates, rejected applicants, progressive penalties, students in arrears, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

5 years

D

secondary [ a ]

other units concerned

2 years

 

D

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

 

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.07

Admissions management - Electronic  records 

Data used in recording and monitoring transactions associated with the institution’s student admissions process: student identifications, lists of applications for admission, entry of required documentation, decisions, replies, dates, admission tests (French test, tests required for certain programs), etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

X1

 

D2

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

1 Retention: 3 years following student’s last registration (for students admitted but who did not register, retain 1 year following academic session applied for).
2 Destruction: Research value ensured by retention of the institution’s official admissions policies and statistics on paper (see schedule 05.08).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.08

Admissions management

Records relating to the establishment and general administration of student admissions policies and procedures: admissions policies (general and specific conditions of admission, quotas, capacity, etc.), information disseminated to colleges, admissions assistance, lists of applicants for admission, selection tests (questionnaires, interview grids, critical evaluations, French tests), statistical admissions reports and surveys, right to appeal follow-up mechanisms, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

3 years

R1

secondary [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of the institution’s official admissions policies and statistics, as well as samples of selection test questionnaires. Destruction of preliminary lists and records, lists of applicants for admission, records exchanged between the institution and colleges, and finalized selection tests.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.09

Registration management - Electronic records 

Data used in recording and managing the institution’s student registration process: information on students registered per academic session, enrolment by program, interuniversity agreements, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

X1

 

D2

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

1 Retention: 3 years following student’s last registration. Files opened only for purposes of managing registration in a given academic session (for example, files of students who are not registered but whose files remain open) may be destroyed after the end of the academic session concerned.
2 Destruction: Research value ensured by retention of the following paper records: official statistics, studies and reports on the student population (see schedule 05.04).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.10

Registration management

Records relating to the establishment and general administration of the policies, procedures and processes of student registration: registration guides, enrolment lists and statements, registration statistics, etc. Official registration statistics are covered under a separate retention schedule (see schedule 05.04).

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

 

D

secondary [ a ]

other units concerned

1 year

 

D

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

1 Retention: 3 years. Records created only for purposes of managing registration in a specific academic session may be destroyed immediately after the end of the academic session concerned.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.11

Advanced standing, course exemptions, recognition of earned and transferred credits

Records relating to the establishment and general administration of policies, procedures and processes governing advanced standings, course substitutions and exemptions, recognition of earned credits, mark equivalencies, conditions of credit transfers, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

X1

 

D

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

1 Retention: As long as records are in effect or until replacement by a new version.
2 Archives selection: Retention of official versions (and all updates) of policies, procedures, standards, directives and administrative procedures applied in managing the granting of advanced standings, course exemptions, recognition of earned credits and marks, credit transfers, etc.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.12

Students files – Electronic records 

Data relating to the monitoring of students admitted and registered: general information about the student, academic progression, courses taken, results by course, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

X1

 

D2

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

1 Retention: 3 years following student’s last registration.
2 Destruction: Research value assured by retention of student files on paper (see schedule 05.15). If transcripts of student’s marks are not transferred to his/her files, they should be retained in electronic form.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.13

Unsuccessful applicants

Records of applicants to a program of studies who were not accepted by the institution: applications for admission, file analysis forms, admissions committee decisions, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

3 years

D

Secondary [ a ]

other units concerned

1 year

 

D

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

1 Retention: 1 month after the beginning of the next semester.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.14

Students admitted but not registered 

Records of applicants to a program of studies admitted by the institution but who declined or did not register: applications, file analysis forms, admissions committee decisions, official acceptance notifications, letters of refusal, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

 

D

Secondary [ a ]

other units concerned

1 year

 

D

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

1 Retention: 1 year. Files of foreign and post-graduate applicants may be retained for a longer period, according to the policy of the institution.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.15

Students admitted and registered 

Records that document the progress of students (full-time, part-time, extension, etc.) from admission to departure from the institution: records and forms dealing with admission, registration, advanced credits, exemptions, course substitutions, graduate studies progression, evaluations and assignment of marks, results obtained, thesis or paper submission and evaluation processes, recommendations for granting of teaching licenses or certificates, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

Unit responsible

X1

3 years

R2

Secondary [ a ]

Other units concerned

X3

 

D

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

1 Retention: 2 years after student’s last registration.
2 Archives selection: Retention of records documenting the student’s provenance, academic progression, courses taken, results obtained and study programs completed.
3 Retention: 1 year after the student’s last registration or the transfer of files to the registrar, according to the policies of the institution concerned

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 – STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.16

Student evaluations management - Electronic records 

Data used in the recording and dissemination of students’ academic results: results by course, results by academic session, results by program, official marks of graduates, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ c ]

Unit responsible

X1

 

D2

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

1 Retention: 3 years after student’s last registration.
2 Destruction: Research value ensured by retention of student files on paper (see schedule 05.15). If transcripts of student’s marks are not transferred to his/her files, they should be retained in electronic form.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 – STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.17

Student evaluations management 

Records relating to the collection, verification and recording of students’ academic results: official student lists, lists of results by course (examinations, practicums, etc.), mark submission forms, transcripts, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

Unit responsible

2 years

3 years

D1

Secondary [ a ]

Other units concerned

1 year

 

D

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

1 Destruction: Research value assured by retention of student files on paper (see schedule 05.15). If transcripts of student’s marks are not transferred to his/her files, they should be retained in electronic form.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 – STUDENT AFFAIRS / ADMISSIONS, REGISTRATIONS, EVALUATIONS

05.18

Student discipline

Records relating to the establishment and general administration of policies and procedures to be applied in cases of fraud, plagiarism, falsification of records (signature, title, degree), etc.: records created when a student is brought before the institution’s disciplinary committee, statements of infraction, charges, inquiries, complaints, summonses to appear, hearings, disciplinary committee decisions, appeals and penalties or final decisions implemented.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

 

R2

secondary [ a ]

other units concerned

1 year

 

D

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

1 Retention: 3 years after final appeal date, rejection or withdrawal of complaint (unfounded complaint).
2 Archives selection: Retention of statistical data (if such exist) on cases in a given period. Destruction of other records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.19

Student services – Electronic records 

Data used in the management of guidance services, academic and career information, learning assistance and support, locker rental and financial assistance, as well as special services for foreign students and students with disabilities.

Copy

Unit

Active

Semi-active

Inactive

primary    [ c ]

unit responsible

X1

 

D2

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

1 Retention: 3 years after the conclusion of an activity or service (for example, student departure, expiry of bursary, etc.).
2 Destruction: Research value ensured by retention of the following paper records: reports and statistics documenting services provided, activities organized, resources available, student participation and evaluation of results (see schedules 05.20 to 05.37).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.20

Student orientation and integration

Records relating the organization of orientation and integration activities for the institution’s students: pre-registration activities, activities associated with the beginning of the academic year, individual student meetings, group student meetings (by program, faculty, level), etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

3 years

 

R1

secondary [ a ]

other units concerned

1 year

 

D

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

 1 Archives selection: Retention of records documenting the holding and substance of orientation and integration activities, student participation and evaluation of results. Destruction of support records used in organizing activities.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.21

Protection of student rights

Records relating to mechanisms for implementing and respecting the provisions of the charter (or declaration) of the rights of the institution’s students or of academic, disciplinary or administrative regulations and policies: students’ charter of rights, complaint resolution process, redress mechanisms, actions of the university ombudsman, complaint or consultation files, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

 

R2

secondary [ a ]

other units concerned

X1

 

D

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

1 Retention: Until replacement of records by a new version (charter, policies, complaint redress or settlement mechanisms). Only the ombudsman can set rules for retention and access to files containing personal information.
2 Archives selection: Retention of official versions (and all updates) of the charter (or declaration) of student rights and activities and statistics documenting the actions and general recommendations of the institution’s ombudsman (such records must not contain any personal information).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.22

Orientation, academic and career information services

Records relating to the organization and supervision of orientation activities and services (orientation clinics, psychometric tests) and academic and career-related information (defining of educational goals, research, consultations and workshops on trades, professions, study programs, etc.) offered to the institution’s students.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 2 years after conclusion of activity or replacement of records by a new version.
2 Archives selection: Retention of a complete copy of all psychometric tests (documents to be filled out by student, test administration and correction protocols). Retention of reports and statistics documenting services provided, activities organized, student participation and evaluation of results. Destruction of support records.
3 Retention: 1 year after conclusion of activity or until replacement of records by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.23

Orientation, academic and career information services – Student files

Files consolidating all information on the users of the institution’s orientation, academic and career-related information services: general information on users, interview summaries and notes, evaluation notes, questionnaires and diagnostic tests, case supervisor reports, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

 

D2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 3 years after the last action or consultation.
2 Destruction: Research value ensured by retention of general records (not containing any personal information) on orientation, academic and professional information services offered by the institution (see schedule 05.22).
3 Retention: Until closing of file.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.24

Learning assistance and support services

Records relating to the organization and supervision of the learning assistance and support activities and services provided to the institution’s students: information meetings and workshops on effective studying, time management, note-taking, writing assignments, preparation for oral presentations, stress management, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 2 years after conclusion of activity or replacement of records by a new version.
2 Archives selection: Retention of activity programs and reports and statistics documenting services provided, activities organized, student participation and evaluation of results. Destruction of support records.
3 Retention: 1 year after conclusion of activity or replacement of records by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.25

Foreign student services and exchange programs

Records relating to the establishment, organization and supervision of student exchange programs and services provided to foreign students: memoranda of understanding and documentation on exchange programs (objectives, list of participating institutions, names and addresses of those in charge), lists of students participating in exchange programs, supervision of participation conditions and procedures (registration, assistance, insurance, trouble shooting, etc.).

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 2 years after conclusion of exchange program or replacement of record by a new version.
2 Archives selection: Retention of memoranda, reports and statistics documenting operation and implementation of exchange programs and reception of foreign students. Destruction of support records.
3 Retention: until conclusion of program or replacement of record by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.26

Foreign student services and exchange programs – Student files

Files consolidating all information about students and interns enrolled in exchange programs: general information on participants, academic file copies, correspondence (embassies, funding organizations, etc.), requests for one-time financial assistance, credit advance statements, insurance, reports on stay, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

3 years

D

secondary [ a ]

other units concerned

X2

 

D

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

1 Retention: 2 years after end of student’s exchange.
2 Retention: Until termination of student’s exchange.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.27

Services for students with disabilities

Records relating to the implementation and evolution of integration activities and services for students with disabilities: accessibility of buildings, oral and LSQ interpretation services, deployment of human resources (interpreters, note takers, escorts), materiel (wheelchairs, adaptation of buildings, furniture, laboratories), and specialized equipment (Braille printers, digitizers, visual readers, etc.), translation of Braille documents, enlargement of font sizes (course outlines, examinations), assistance approaching professors, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 2 years after conclusion of activity or replacement of document by a new version.
2 Archives selection: Retention of program and activity reports and statistics documenting services provided, activities organized, student participation, and evaluation of results. Retention of samples of documents adapted to students with disabilities (large print, Braille, etc.). Destruction of support records.
3 Retention: Until conclusion of activity or replacement of record by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.28

Services for students with disabilities – Student files

Files consolidating all information on students with disabilities attending the institution: general information on users, correspondence, special conditions, details of services required, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

 

D2

Secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 3 years after termination of student’s studies.
2 Destruction: Research value ensured by retention of general records (not containing any personal information) on activities and services provided to the institution’s students with disabilities (see schedule 05.27).
3 Retention: Until end of student’s stay.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.29

Locker rental services

Records relating to the management of locker rental services for the institution’s students: lists of lockers by building, procedures for opening lockers whose use is not authorized, padlock control and distribution procedures, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

X1

 

D

secondary [ a ]

other units concerned

X1

 

D

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

1 Retention: Until replacement of records by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 – STUDENT AFFAIRS / STUDENT SERVICES

05.30

Locker rental services – Student files 

Files consolidating all the information on students using the institution’s locker rental services: general information on users, rental applications, locker rental forms, padlock borrowing forms, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

 

D

Secondary [ a ]

other units concerned

X2

 

D

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

1 Retention: 3 years after closing of files.
2 Retention: Until closing of files.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.31

Sports teams

Records relating to the organization and development of the institution’s sports teams: recruitment, training, games, publicity, sponsors, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

2 years

3 years

R1

secondary [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of records documenting the creation, composition, activities and achievements (particularly trophies won) of the institution’s sports teams.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.32

Financial assistance services

Records relating to the establishment and  general administration of the financial aid services offered to the institution’s students: dissemination of information on loans and bursaries (correspondence, documentation, statistics), lists of grant organizations, lists of applicants, bursary students, bursary applications rejected, support measures for students in the process of obtaining financial assistance needed to continue their studies, budget planning advice, etc.

Copy

Unit

Active

Semi-active

Inactive

primary    [ a ]

unit responsible

2 years

4 years

R1

secondary [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of program and activity summary reports and statistics documenting services provided, student participation and financial assistance awarded or obtained. Destruction of support records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.33

Institution loans and bursaries

Records relating to the management of loans and bursaries awarded by the institution: management of applicants, operations of selection committees, lists and profiles of bursary winners, statistics, correspondence, financial contingency contracts, credit advance policies, financial assistance to doctoral students, etc.

Copy

Unit

Active

Semi-active

Inactive

primary [ a ]

unit responsible

2 years

4 years

R1

secondary [ a ]

other units concerned

2 years

 

D

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

1 Archives selection: Retention of programs, reports, statistics, lists of bursary winners, as well as records reflecting the institution’s loan and bursary grant policies. Destruction of support records.


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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.34

Government loans and grants

Records relating to the management of loan and grant programs operated by various government organizations: distribution lists, loans and grants not awarded, publicity, statistics, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

 

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of recapitulative statistics documenting the awarding of government loans and grants to institution students. Destruction of support records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.35

Loans and grants awarded by outside organizations

Records relating to the management of loans and grants awarded by various external organizations: lists of grant applicants, acceptance notifications, correspondence concerning issuing of cheques, lists of grant winners, lists of unsuccessful applicants, statistics, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

 

D1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of recapitulative statistics documenting the awarding of loans and grants by outside organizations to institution students. Destruction of support records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.36

Financial aid services – Student files

Files consolidating information on students applying for financial assistance (loans, bursaries, grants) from the institution, from government agencies or from outside organizations: general information on applicants, financial, social and family situations, school files, letters of recommendation, examiners’ reports, nature and terms/conditions of assistance granted, means of repayment, discharge, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

4 years

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of files of recipients of major scholarships.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT SERVICES

05.37

Job-search services

Records relating to the management of job-search assistance services for the institution’s students and graduates: consultation days for reviewing curricula vitae, preparatory employment interview counselling, consultations of positions-available job-banks, recruitment activities, information booths, talks, information meetings on job placement, curriculum vitae banks, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

 

R2

secondary [ a ]

other units concerned

X3

 

D

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

1 Retention: 2 years after conducting activity or replacement of record by a new version. Retain curricula vitae 1 year.
2 Archives selection: Retention of programs, activity reports and statistics documenting students’ use of student job-placement assistance services. 
3 Retention until activity is held or replacement of record by a new version.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

 Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT ACTIVITIES AND ORGANIZATIONS

05.38

Student activities

Records relating to the organization of activities to encourage participation and socializing by the institution’s students: encounter activities within a program of studies, orientation activities organized by students at the beginning of the academic year, recreational activities, creation and development of professional contact networks, evening get-togethers, noon-hour discussion groups, conference days, student newsletters and newspapers, student-participation recognition policies (statement, synthesis reports, awarding of credits for participation), etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

3 years

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1
Archives selection: Retention of promotional materials and reports documenting student activities organized with institution support (for example, orientation activities, festivals etc.). Destruction of support records (student newsletters and newspapers are not preserved in the institution’s archives but may be retained in the private archives collections of the student organizations that produced them, if such exist).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

05 - STUDENT AFFAIRS / STUDENT ACTIVITIES AND ORGANIZATIONS

05.39

Intervarsity competitions 

Records relating to the participation of institution students in intervarsity competitions − academic, scientific, artistic, athletic, law-related, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

3 years

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of records documenting the participation of the institution’s students in intervarsity competitions and the results obtained.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / STUDENT ACTIVITIES AND ORGANIZATIONS

05.40

Student organizations 

Records relating to the institution’s students’ associations, organizations and groups: requests for recognition or accreditation, charters, executives, membership lists, structures (relations with similar organizations in other universities), etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

5 years

R2

secondary [ a ]

other units concerned

2 years

 

D

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

1 Retention: 2 years after termination of recognition or accreditation.
2 Archives selection: Retention of records documenting the creation, recognition and achievements of associations, organizations and groups of institution students. Destruction of support records (for example, forms and correspondence relating to the collection of dues).

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / GRADUATES

05.41

Convocation 

Records relating to the organization of convocation ceremonies for the institution’s graduates: lists of graduates by sector, presentation speeches, protocols, albums, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

X1

3 years

R2

secondary [ a ]

other units concerned

1 year

 

D

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

1 Retention: 1 year after convocation ceremonies.
2 Archives selection: Retention of official institution publications. Destruction of support records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / GRADUATES

05.42

Graduates - Electronic records 

Data used to identify degrees conferred on graduates and to maintain contact with the institution’s graduates: personal data, degree obtained and date, etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ c ]

unit responsible

X1

 

R

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

1 Retention: Until the 100th anniversary of graduate’s birth.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

  Updated: 14/3/02

 

05 - STUDENT AFFAIRS / GRADUATES

05.43

Graduates 

Records relating to the identification of graduates and the institution’s relations with its alumni: graduate lists and logs, reports and statistics on graduates, alumni association files (sectoral or program associations), etc.

Copy

Unit

Active

Semi-active

Inactive

primary   [ a ]

unit responsible

2 years

5 years

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of cumulative logs of graduates (or equivalent) and records documenting the creation, recognition and achievements of associations and groups of alumni. Destruction of support records.

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

 

05 - STUDENT AFFAIRS / GRADUATES

05.44

Alumni activities

Records relating to the organization of activities and services to encourage involvement, participation and social activities of institution alumni: alumni services (library, Internet, courses, seminars, watches, credit cards, insurance, etc.), exchange activities between alumni and students of the same department, recreational activities, reunions and homecomings, lunch-hour discussions, one-day conferences, alumni newsletters and magazines, involvement of alumni in the institution’s fundraising committees and campaigns, etc.

Copy

Unit

Active

Semi-active

Inactive

primary  [ a ]

unit responsible

2 years

3 years

R1

secondary [ a ]

other units concerned

1 year

 

D

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

1 Archives selection: Retention of promotional materials, publications and reports documenting alumni activities and types of services offered by the institution. Destruction of support records (alumni association newsletters and magazines are not preserved in the institution’s archives, but may be retained in the private archives collections of the alumni associations that produced them). 

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

 PREVIOUS SCHEDULE | NEXT SCHEDULE (TO 06 - COMMUNITY SERVICES)

Updated: 14/3/02

End of Category : 5 - Student Affairs 

 

 

01 - Administration | 02 - Human Resources | 03 - Financial Resources |
04 - Real and Movable Property | 05 - Students Affairs | 06 - Community Services |
07 - Teaching | 08 - Research and Development | 09 - Information and Communications

 

Records Retention Schedules for
Quebec Academic Institutions