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UNIVERSITY ARCHIVES

 

Case Western Reserve University
Records Disposition Schedule

 

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

Subpoenas and Records Requests

Description Documents requests for information restricted by law, regulation, or CWRU policy.
Confidential Information Present

Lawyer-client privilege
Personally identifiable health information
Personally identifiable (non-directory) student information
Salary, employee evaluations

Office of Record Office of General Counsel
Other Offices Convenience copies maintained by other units should be destroyed by shredding or file wiping when no longer needed for administrative purposes. Convenience copies should be kept no longer than the periods specified for the Office of Record.
Keep 3 years after active use, then destroy. Destroy by shredding or file wiping if confidential information is present.
  • Subpoenas
  • Information requests and responses
  • Court orders
  • Releases and authorizations
  • Related correspondence and email
Notes This schedule does not apply to verifications of attendance or degrees or transcripts provided by registrars.
Effective Date May 2016
Revision Date not applicable

 

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

 

Disposition schedules are based on the length of time records are needed to meet internal program management needs; satisfy external statutory and regulatory requirements; and to ensure the university has a reliable institutional memory. Questions should be addressed to the CWRU Archives at 368-3320 or archives@case.edu.