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Records Inventory Worksheet
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code:
Creating office: ________________________________________________________________
Active files contact person, title &
phone #: _______________________________________
_________________________________________________________________________
Record Series: ________________________________________________________________
R.G. Series #: _______.__________
Purpose & administrative uses: __________________________________________________
_________________________________________________________________________
Period of active administrative use:
________________________
Annual accumulation: ___________ linear
shelf feet
If yes, where else are they found?:
__________________________________________
Which office has the original?:
________________________________________________
Arrangement (circle
one):......chronological ......alphabetical ......numerical
Paper dimensions: ......letter
size ......legal size ......other--_________________
How often are files created? (circle
one):......daily......weekly......monthly......quarterly......annually
How often are files updated? (circle
one):......daily......weekly......monthly......quarterly......annually
How often are files used? (circle
one):......daily......weekly......monthly......quarterly......annually
Access restrictions
specific to this series?
......none......or......yes-- ___________________________
Legal requirements for retention: (citations)
Disposition action for this series: Dispose
of--
When?:________________________
How?:......trash ......shred ......recycle ......records
center ......archives
Who? ___________________________________________
Date of this Records Inventory:____ /____
/20___ Inventoried by
(Initials):_____
SW-10