RRS36 Internal Services Management
Higher Education Institutions: Record Retention Schedule (RRS)
F Resources Management
36 Internal Services Management
36.1 Internal Services Strategy Development
36.2 Internal Services Management Planning
36.3 Internal Services Management Performance Management
36.4 Internal Services Management Policy Development
36.5 Internal Services Management Procedures Development
36.6 Internal Service Proposal Development
36.7 Internal Service Planning
36.8 Internal Service Performance Management
36.9 Internal Service Policy Development
36.10 Internal Service Procedures Development
36.11 Internal Service Quality Management
36.12 Internal Service Promotion
36.13 Internal Service Delivery
36.14 Internal Service Customer Relations Management
36.1 Internal Services Strategy Development
|
36.1 |
|
Internal Services Strategy Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and establishment of the institution's internal services strategy. |
|
Superseded + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.2 Internal Services Management Planning
|
36.2 |
|
Internal Services Management Planning |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the formulation of plans for the implementation of the institution's internal services strategy. |
|
Superseded + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.3 Internal Services Management Performance Management
|
36.3 |
|
Internal 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 internal services strategy. |
|
Current year + 1 year |
|
NA |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Records containing reports of performance against the plans for the implementation of the institution's internal services strategy. |
|
Current year + 5 years |
|
NA |
|
Review for archival value |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the conduct and results of audits and reviews of the overall management of internal services, and the responses to the results. |
|
Current year + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.4 Internal Services Management Policy Development
|
36.4 |
|
Internal Services Management Policy Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and establishment of the institution's policies on the overall management and development of internal services. |
|
Superseded + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.5 Internal Services Management Procedures Development
|
36.5 |
|
Internal Services Management Procedures Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development of the institution's procedures for the overall management and development of internal services. |
|
Superseded + 3 years |
|
NA |
|
|
Back to Top of Page
36.6 Internal Service Proposal Development
|
36.6 |
|
Internal Service Proposal Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and evaluation of a proposal to set up an internal 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 an internal service: where a decision is made not to proceed. |
|
Last action on proposal + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.7 Internal Service Planning
|
36.7 |
|
Internal Service Planning |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the planning of the management and operation of an internal service. |
|
Current year + 3 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.8 Internal Service Performance Management
|
36.8 |
|
Internal Service Performance Management |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records containing data on, and analyses of, the performance of an internal service. |
|
Current year + 1 year |
|
NA |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Records containing reports on the performance of an internal service. |
|
Current year + 3 years |
|
NA |
|
Review for archival value |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the conduct and results of audits and reviews of an internal service, and the responses to the results. |
|
Current year + 3 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.9 Internal Service Policy Development
|
36.9 |
|
Internal Service Policy Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and establishment of policies on the operation, management and development of an internal service. |
|
Superseded + 5 years |
|
NA |
|
Review for archival value |
Back to Top of Page
36.10 Internal Service Procedures Development
|
36.10 |
|
Internal Service Procedures Development |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development of procedures for the operation, management and development of an internal service. |
|
Superseded + 1 year |
|
NA |
|
|
Back to Top of Page
36.11 Internal Service Quality Management
|
36.11 |
|
Internal Service Quality Management |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and establishment of service standards for an internal 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 |
Back to Top of Page
36.12 Internal Service Promotion
|
36.12 |
|
Internal Service Promotion |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the development and assessment of promotional campaigns for an internal service. |
|
Superseded + 1 year |
|
NA |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Promotional materials |
|
While current |
|
NA |
|
Review for archival value |
Back to Top of Page
36.13 Internal Service Delivery
|
36.13 |
|
Internal Service Delivery |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Institutions must determine retention periods for records generated by individual internal services on a case by case basis, taking account of:
- the type of service being provided
- the legal and regulatory framework for providing particular types of services |
Back to Top of Page
36.14 Internal Service Customer Relations Management
|
36.14 |
|
Internal Service Customer Relations Management |
|
|
|
|
|
Reference |
|
Description |
|
Retention Period |
|
Citation |
|
Notes |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting the design and conduct of customer surveys. |
|
Completion of survey + 3 years |
|
NA |
|
Review for archival value |
|
|
|
|
|
|
|
|
|
|
|
|
|
Results of customer surveys: individual responses |
|
Completion of analysis of survey responses |
|
NA |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Results of customer surveys: summaries and analyses of responses |
|
Completion of survey + 3 years |
|
NA |
|
Review for archival value |
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting unsolicited customer feedback on the service, the internal handling of this feedback and the responses provided. |
|
Last action on feedback + 3 years |
|
NA |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Records documenting customer complaints about the service, the internal handling of these complaints and the responses provided. |
|
Last action on complaint + 6 years |
|
1980 c.58 |
|
|
Back to Top of Page