Records Retention Schedules for
Quebec Academic Institutions

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

 

 

LIST OF SCHEDULES

 

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

 

 

01 - ADMINISTRATION

ADMINISTRATION - GENERAL

01.01

Final versions – Electronic records

01.02

Updated records - Electronic records

01.03

Working records

01.04

Reference files

01.05

Subject files, ad hoc files

01.06

Liaison files

01.07

Lists and inventories

01.08

Chronological correspondence

01.09

Appointments

01.10

Elections

01.11

Participation in outside organizations

01.12

Calendar of activities

01.13

Inquiries

COMMITTEES

01.14

Minutes and resolutions – Electronic records

01.15

Committees - General

01.16

Committees - Appointments

HISTORICAL, CONSTITUTIVE AND REGULATORY RECORDS

01.17

Historical

01.18

Charter, statutes, letters patent

01.19

Regulations, by-laws

01.20

Honorary distinctions

PLANNING, ORGANIZATION AND INTERNAL GOVERNANCE

01.21

Administrative planning

01.22

Policies, procedures

01.23

Delegation of authority

01.24

Administrative organization and structure

01.25

Client services

01.26

Evaluation of units

REPORTS AND STATISTICS

01.27

Activity reports

01.28

Studies and analyses

01.29

Statistics

01.30

Inquiries and surveys

ADMINISTRATIVE RECORDS MANAGEMENT

01.31

Administrative records management – Electronic records

01.32

Records classification

01.33

Essential or vital records management

01.34

Management of minutes

01.35

Forms management

01.36

Records retention and disposal schedules

01.37

Semi-active records management

01.38

Micrographics and digitizing

01.39

Records destruction

LEGAL AFFAIRS

01.40

Government legislation, orders and regulations

01.41

Intellectual property – Electronic records

01.42

Copyright

01.43

Legal deposit

01.44

Patents

01.45

Trademarks

01.46

Registration of industrial designs

01.47

Legal opinions and advice

01.48

Legal proceedings

01.49

Public liability insurance

01.50

Minor claims

01.51

Major claims

01.52

Minor contracts

01.53

Major contracts

01.54

Licences and permits

01.55

Requests for access to public records

01.56

Requests for personal information

01.57

Personal information files management

 

 

 

02 - HUMAN RESOURCES

STAFFING

02.01

Position management – Electronic records

02.02

Staff and position management

02.03

Staff functions

02.04

Staff recruitment – Electronic records

02.05

Staff recruitment

02.06

Staff hiring

PERSONNEL FILES

02.07

Personnel files – Electronic records

02.08

Personnel files: Professors and lecturers

02.09

Personnel files: Auxiliary teaching staff

02.10

Personnel files: Managerial, administrative and support

02.11

Personnel files: Student staff, interns

WORKING CONDITIONS AND BENEFITS

02.12

Work schedules

02.13

Payroll characteristics – Electronic records

02.14

Payroll characteristics

02.15

Salary scales – Electronic records

02.16

Salary scales and pay bases

02.17

Benefits management – Electronic records

02.18

Benefits management

02.19

Absences and leaves

02.20

Group insurance

02.21

Salary insurance – Electronic records

02.22

Salary insurance - Employees

02.23

Life insurance - Employees

02.24

Accident, illness, drug insurance - Employees

02.25

Retired employees – Electronic records

02.26

Pension plans

02.27

Pension plans - Employees

OCCUPATIONAL HEALTH AND SAFETY

02.28

Occupational health and safety

02.29

Occupational accident records

02.30

Employee medical records

EMPLOYEE EVALUATION, DEVELOPMENT AND MOVEMENT

02.31

Personnel evaluations

02.32

Professional development

02.33

Professional development - Employees

02.34

Staff social functions

02.35

Employee assistance programs

02.36

Staff movement

LABOUR RELATIONS

02.37

Unions and employee associations

02.38

Employment contracts or agreements

02.39

Labour relations

 

 

03 – FINANCIAL RESOURCES

FUNDING

03.01

Budget rules and operating grant calculations

03.02

Fundraising campaigns – Electronic records

03.03

Fundraising campaigns

03.04

Foundations, endowments

BUDGETS

03.05

Budgets – Electronic records

03.06

Budgets

ACCOUNTING

03.07

Accounting – Electronic records

03.08

Accounting

03.09

Accounts receivable – Electronic records

03.10

Accounts receivable

03.11

Student accounts – Electronic records

03.12

Student accounts

03.13

Grants

03.14

Accounts payable – Electronic records

03.15

Accounts payable

SALARY MANAGEMENT

03.16

Salary management – Electronic records

03.17

Salary management

BANKING, LOANS, INVESTMENTS AND GUARANTEES

03.18

Banking

03.19

Loans, investments and guarantees

FINANCIAL STATEMENTS

03.20

Reports and financial statements

TAXES

03.21

Taxes

 

 

 

04 – REAL AND MOVABLE PROPERTY

REAL PROPERTY

04.01

Property management – Electronic records

04.02

Property management

04.03

Facilities management and development– Electronic records

04.04

Facilities management and development

04.05

Space allocation – Electronic records

04.06

Space allocation

04.07

Parking – Electronic records

04.08

Parking

MOVABLE PROPERTY

04.09

Movable property management – Electronic records

04.10

Movable property management

04.11

Movable property allocation – Electronic records

04.12

Movable property allocation

04.13

Vehicles

MAINTENANCE AND REPAIR OF REAL AND MOVABLE PROPERTY

04.14

Maintenance and repair of real and movable property - Electronic records

04.15

Maintenance and repair of real and movable property

04.16

Water, electricity, heat

SECURITY

04.17

Security – Electronic records

04.18

Prevention activities and security measures

04.19

Security activities

04.20

Access to buildings and premises

04.21

Hazardous products

04.22

Security equipment

 

 

 

05 – STUDENT AFFAIRS

STUDENT POPULATION

05.01

Forecasting student population

05.02

Student recruitment

05.03

Student population – Electronic records

05.04

Student population

ADMISSION, REGISTRATIONS, EVALUATIONS

05.05

Organization of academic session (student population) – Electronic records

05.06

Organization of academic session (student population)

05.07

Admissions management – Electronic records

05.08

Admissions management

05.09

Registration management – Electronic records

05.10

Registration management

05.11

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

05.12

Student files – Electronic records

05.13

Unsuccessful applicants

05.14

Students admitted but not registered

05.15

Students admitted and registered

05.16

Student evaluations management – Electronic records

05.17

Student evaluations management

05.18

Student discipline

STUDENT SERVICES

05.19

Student services – Electronic records

05.20

Student orientation and integration

05.21

Protection of student rights

05.22

Orientation, academic and career information services

05.23

O rientation, academic and career information services – Student files

05.24

Learning assistance and support services

05.25

Foreign student services and exchange programs

05.26

Foreign student services and exchange programs – Student files

05.27

Services for students with disabilities

05.28

Services for students with disabilities – Student files

05.29

Locker rental services

05.30

Locker rental services – Student files

05.31

Sports teams

05.32

Financial assistance services

05.33

Institution loans and bursaries

05.34

Government loans and grants

05.35

Loans and grants awarded by outside organizations

05.36

Financial aid services – Student files

05.37

Job-search services

STUDENT ACTIVITIES AND ORGANIZATIONS

05.38

Student activities

05.39

Intervarsity competitions

05.40

Student organizations

GRADUATES

05.41

Convocation

05.42

Graduates – Electronic records

05.43

Graduates

05.44

Alumni activities

 

 

 

06 – COMMUNITY SERVICES

COMMUNITY SERVICES

06.01

Community services – Electronic records

06.02

Community service projects

HOUSING SERVICES

06.03

Housing services

06.04

Housing services – User files

HEALTH SERVICES

06.05

Health services

06.06

Health services – User files

LEGAL ADVICE SERVICES

06.07

Legal advice services

06.08

Legal advice services – User files

ATHLETICS

06.09

Athletics

06.10

Athletics – User files

FOOD SERVICES

06.11

Food services

06.12

Food services – User files

SOCIAL AND CULTURAL SERVICES

06.13

Social and cultural services

06.14

Social and cultural services – User files

06.15

Exhibitions

CONFERENCES, SYMPOSIUMS, CHARITABLE ACTIVITIES

06.16

Conferences and symposiums

06.17

Charitable activities

 

 

 

07 - TEACHING

TEACHING ORGANIZATION

07.01

Organization of teaching activities – General

07.02

Programs – Electronic records

07.03

Programs: Feasibility, planning and implementation

07.04

Programs: General evaluations and changes

07.05

Program: Financial evaluations

07.06

Program indexes

07.07

Undergraduate program management

07.08

Graduate program management

07.09

Continuing education programs

07.10

Distance education programs

07.11

Special programs

07.12

Extension training programs

07.13

Off-campus teaching

07.14

Program accreditation and certification

TEACHING MANAGEMENT

07.15

University/Academic timetable

07.16

Academic sessions organization – Electronic records

07.17

Academic sessions organization

07.18

Course accommodation capacities

07.19

Mean class sizes

07.20

Course loads

07.21

Course load allocation

07.22

Course master timetables

07.23

Courses – Electronic records

07.24

University calendars

07.25

Course Management – General

07.26

Course Management

07.27

Course outlines

07.28

Course material and notes

07.29

Laboratories, seminars, overview activities

07.30

Practicums, internships and co-ops

07.31

Student trainee files

07.32

Academic pedagogy

07.33

Teaching evaluations – Electronic records

07.34

Teaching evaluations

STUDENT EVALUATION

07.35

Grading systems/Evaluation methodology

07.36

Tutoring

07.37

Examinations and tests

07.38

Student work

07.39

Dissertations and theses – Electronic records

07.40

Dissertations and theses

07.41

Diplomas and certificates

COOPERATION - TEACHING

07.42

Cooperation - Teaching

07.43

Cooperation organizations - Teaching

07.44

Participating professors - Teaching

 

 

 

08 – RESEARCH AND DEVELOPMENT

RESEARCH AND DEVELOPMENT ORGANIZATION AND MANAGEMENT

08.01

Research and development administration – Electronic records

08.02

Research and development administration

08.03

Ethical codes and reviews

RESEARCH AND DEVELOPMENT FUNDING

08.04

Research and development funding – Electronic records

08.05

In-house research and development funding programs

08.06

External research and development funding programs

08.07

Research grant applications: Projects approved

08.08

Research grant applications: Rejected projects

08.09

Organizations concerned with research and development

IN-HOUSE RESEARCH

08.10

Research centres, laboratories and groups

08.11

Chairs

08.12

Research and development projects – Electronic records

08.13

Research and development projects

08.14

Research files

08.15

Use of laboratory animals and biological material – Electronic records

08.16

Use of laboratory animals and biological material

RESEARCHERS

08.17

Researchers – Electronic records

08.18

Researchers

COOPERATION – RESEARCH AND DEVELOPMENT

08.19

Cooperation and partnership – Research and development

08.20

Cooperating and partnership organizations – Research and development

08.21

Participating professors – Research and development

 

 

09 - INFORMATION AND COMMUNICATIONS

COMMUNICATIONS

09.01

Institution identification

09.02

Official ceremonies and special events

09.03

Distinguished guest books

09.04

Conferences, addresses, speeches

INFORMATION

09.05

Internal communications

09.06

Publicity and marketing

09.07

Media relations

09.08

Publications – Electronic records

09.09

Administrative publications

09.10

Learned or scientific publications

09.11

Mail, express, transport

09.12

Reprography

TELECOMMUNICATIONS

09.13

Telecommunications – Electronic records

09.14

Telecommunications

09.15

E-mail – Electronic records

09.16

Voice Mail – Electronic records

ARCHIVES, LIBRARY, AND MUSEUM HOLDINGS

09.17

Archives, library, and museum holdings – Electronic records

09.18

Acquisition of archives, library, and museum holdings

09.19

Treatment of archives, library, and museum holdings

09.20

Dissemination and use of archives, library, and museum holdings

09.21

Archives, library, and museum holdings - Users

AUDIO-VISUAL AND COMPUTER

09.22

Audio-visual and photographic equipment – Electronic records

09.23

Audio-visual and photographic equipment

09.24

Audio-visual and photographic productions – Electronic records

09.25

Audio-visual and photographic productions

09.26

Audio-visual and photographic resources – Users

09.27

Computer equipment – Electronic records

09.28

Computer equipment

09.29

Software – Electronic records

09.30

Software

09.31

Computer systems – Electronic records

09.32

Computer systems

09.33

Web sites – Electronic records

09.34

Web sites

09.35

Computer Resources - Users

 

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