Moneywell delete fill buckets plan period list

Moneywell delete fill buckets plan period list series#

Reducing the number of options may also be helpful when paper recordkeeping systems are utilized, particularly when records are de-centralized among individual officials (as opposed to being maintained in a file station that serves an entire organizational unit).Дў.2.2 A big bucket schedule reduces the number of new records schedules an agency must submit since big bucket schedule items have the flexibility to provide disposition authority when new series or systems are created. Such applications are easier to implement if there are fewer options from which records creators and recipients must select dispositions. This may be desirable when an agency plans to use a Records Management Application to manage records and effect their disposition. A schedule is considered 'big bucket' if it predominantly contains big bucket items (i.e., even if it contains a few traditional items), and a schedule is considered to be 'traditional' if it predominantly contains traditional items.Дў.2 What are the benefits of a big bucket schedule?Дў.2.1 A big bucket schedule can reduce substantially the number of disposition authorities that need to be implemented. Longer retention authorized if still needed for business purposes').Дў.1.5 All records schedules submitted to NARA after December 17, 2007, are media neutral, including big bucket schedule items, unless the schedule identifies a specific medium for specific item(s) in the schedule.Дў.1.6 An agency may use big bucket schedule items for all its records or may choose to include in its schedules both big bucket items and traditional (more granular) items. Consequently, a big bucket item may be applied to these new series or systems without additional NARA approval.Дў.1.4 The retention periods for temporary big bucket items may be fixed (e.g., 'Destroy 5 years after cutoff') or flexible (e.g., 'Destroy 5 years after cutoff. See 2.4.8.Дў.1.3 Big bucket items provide disposition authority for all existing series/systems covered by the item and for any additional series/systems created in the future that conform to the bucket's description.

However, a big bucket item may contain differing instructions for specific series, systems, or media, in regard to retirement to inactive storage or (for a permanent bucket) transfer to NARA legal custody. The records within the bucket are either all permanent or all temporary and, if the bucket is temporary, all the series/systems within it have the same retention period. 'Big bucket schedule items' may also be referred to as 'big bucket items' or 'buckets.'Дў.1.2 All the series/systems covered by a big bucket item have the same ultimate disposition. While some traditional schedule items cover more than a single series or system of records and are thus similar to a big bucket item, big bucket schedule items are typically broader in regard to the number of series/systems and the scope of subject matter, function, or work process covered.

Дў.1 What are the characteristics of big bucket schedule items?Дў.1.1 Each big bucket schedule item covers records in multiple series and/or electronic systems that relate to the same subject matter, business function, or work process. Contact information for NARA appraisers is listed at. If additional information is needed, agency staff should consult their agency records officer, or NARA appraiser. Further information on flexible retention periods is provided in Section 3 below.ДЎ.4 Where is additional information available? In contrast to a flexible retention period is a fixed retention period, such as 'Destroy when 6 years old. An example of a flexible retention period for records is 'Destroy when no less than 3 years old and no more than 6 years old. A traditional schedule, on the other hand, consists of more granular items, typically covering records in one series or electronic system.ДЄ flexible retention period allows an agency to choose a retention period for temporary records within specified parameters without the need for additional NARA approval. These strategies give agencies greater freedom in how they develop SF115s (Standard Form 115, Request for Disposition Authority), or records schedules, to meet their business needs.ДЎ.2 What is a big bucket (large aggregation) schedule?ДЄ big bucket (large aggregation) schedule consists of items covering multiple related series of records and/or records in electronic systems. Flexible scheduling refers to the use of: (1) big bucket schedule items (also called large aggregation schedule items) and/or (2) flexible retention periods for temporary records.

Moneywell delete fill buckets plan period list