HEI-SRL Record Retention Schedule (RRS04 Student Support Services Mgt)

Record retention schedule: Student support services management

Contents 

4.1  Student Support Services Strategy Development

Reference Description Retention Period Citation Notes

 

Records documenting the development and establishment of the institution's student support services strategy.

Superseded + 10 years

NA

Review for archival value

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4.2  Student Support Services Management Planning

Reference Description Retention Period Citation Notes

 

Records documenting the formulation of plans for the implementation of the institution's student support services strategy.

Superseded + 10 years

NA

Review for archival value

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4.3  Student Support Services Management Performance Management

Reference Description Retention Period Citation Notes

 

Records containing data on, and analyses of, performance against the plans for the implementation of the institution's student support services strategy.

Current academic year + 1 year

NA

 

 

Records containing reports of performance against the plans for the implementation of the institution's student support services strategy.

Current academic year + 10 years

NA

Review for archival value

 

Records documenting the conduct and results of audits and reviews of the overall management of student support services, and responses to the results.

Current academic year + 10 years

NA

Review for archival value

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4.4  Student Support Services Management Policy Development

Reference Description Retention Period Citation Notes

 

Records documenting the development and establishment of the institution's student support services management policies.

Superseded + 10 years

NA

Review for archival value

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4.5  Student Support Services Management Procedures Development

Reference Description Retention Period Citation Notes

 

Records documenting the development of the institution's student support services management procedures.

Superseded + 5 years

NA

Review for archival value

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4.6  Student Support Service Proposal Development

Reference Description Retention Period Citation Notes

 

Records documenting the development and evaluation of a proposal to set up a student support service: where a decision is made to proceed.

Life of service

NA

Review for archival value

 

Records documenting the development and evaluation of a proposal to set up a student support service: where a decision is made not to proceed.

Last action on proposal + 5 years

NA

Review for archival value

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4.7  Student Support Service Planning

Reference Description Retention Period Citation Notes

 

Records documenting the planning of a student support service.

Current academic year + 5 years

NA

Review for archival value

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4.8  Student Support Service Performance Management

Reference Description Retention Period Citation Notes

 

Records documenting performance indicators for a student support service.

While current

NA

 

 

Records containing data on, and analyses of, service performance against plans.

Current academic year + 1 year

NA

 

 

Records containing reports of service performance against plans.

Current academic year + 5 years

NA

Review for archival value

 

Records documenting the conduct and results of formal audits and reviews of a student support service, and responses to the results.

Current academic year + 5 years

NA

Review for archival value

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4.9  Student Support Service Policy Development

Reference Description Retention Period Citation Notes

 

Records documenting the development and establishment of policies on the operation, management and development of a student support service.

Superseded + 5 years

NA

Review for archival value

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4.10  Student Support Service Procedures Development

Reference Description Retention Period Citation Notes

 

Records documenting the development of procedures for the operation, management and development of a student support service.

Superseded + 3 years

NA

 

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4.11  Student Support Service Quality Management

Reference Description Retention Period Citation Notes

 

Records documenting the development and establishment of service standards for a student support service.

Superseded + 1 year

NA

 

 

Records containing data on, and analyses of, the quality of service delivered against the established service standards.

Current year + 1 year

NA

 

 

Records containing reports on service quality.

Current year + 3 years

NA

Review for archival value

 

Records documenting the conduct and results of independent reviews of service quality, and the responses to the results.

Current year + 5 years

NA

Review for archival value

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4.12  Student Support Service Promotion

Reference Description Retention Period Citation Notes

 

Records documenting the promotion of a student support service.

While current

NA

Review for archival value

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4.13  Student Support Service Delivery

Reference Description Retention Period Citation Notes

 

Institutions must determine retention requirements for records generated by individual student support services on a case by case basis, taking account of the:

  • type of service being provided
  • legal and regulatory framework for providing particular types of services
  • need to manage personal data on individual students in accordance with the provisions of the Data Protection Act 1998

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4.14  Student Support Service Customer Relations Management

Reference Description Retention Period Citation Notes

 

Records documenting the design and conduct of user/customer surveys for a student support service.

Completion of survey + 3 years

NA

Review for archival value

 

Results of user/customer surveys: individual responses

Completion of analysis of survey responses

NA

 

 

Results of student surveys: summaries and analyses of responses

Completion of survey + 3 years

NA

Review for archival value

 

Records documenting the handling of user/customer complaints about a student support service.

Last action on complaint + 6 years

1980 c.58 

 

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