Penn State University Libraries - Records Management

Policies

• AD-35- University Archives And Records Management
• AD-11- University Policy On Confidentiality Of Student Records
• AD-20- Computer And Network Security
• AD-22- Health Insurance Portability And Accountability Act (Hipaa)
• AD-44- University Storage Space Management
• AD-71- Data Categorization
• ADG-07- Data Categorization Examples
• Federal Laws Related to Records Management

Retention Schedules

• General retention (formerly AD-18)
• Financial retention (Formerly AD-21), link to federal and state medical records policies

Records Management Program Information

• Organize Your Files and Records the Penn State Way
• University Archives Web site
• Collection Finding Aids and Inventories
• Inactive Records Center
  
• Records Management Training
  • Records Management Training - Workshops can be customized to any of three following: 1/2 hour, 1 hour, or 2 hours.
  • To schedule training for your area please contact:  Robyn Dyke rdd3@psu.edu
    
• Records Management Liaisons
  • Records Liaisons – University employees assigned by their Administrative or Academic Unit to serve as a conduit for policy, procedure, and information between the University Records Management Program and their respective offices.  There are over 200 PSU employees serving as Records Management Liaisons university-wide.    If you would like to be a Records Management Liaison or want to identify your Liaison, please contact:  Robyn Dyke rdd3@psu.edu
• Records Management Summit
• Contact Robyn Dyke rdd3@psu.edu for Personal Records Management Best Practices- email, computer file storage, e-records.