{"id":817,"date":"2023-06-02T20:27:03","date_gmt":"2023-06-02T20:27:03","guid":{"rendered":"https:\/\/web.tarleton.edu\/compliance\/?page_id=817"},"modified":"2025-09-05T19:29:13","modified_gmt":"2025-09-05T19:29:13","slug":"records-management","status":"publish","type":"page","link":"https:\/\/www.tarleton.edu\/university-compliance\/records-management\/","title":{"rendered":"Records Management"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Records Management<\/h1>\n\n\n\n<p>Tarleton State University is required to have an active and on-going records management program in compliance with federal and state laws and&nbsp;<a href=\"https:\/\/policies.tamus.edu\/61-99-01.pdf\" data-type=\"link\" data-id=\"https:\/\/policies.tamus.edu\/61-99-01.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>The Texas A&amp;M University<\/strong> <strong>System Regulation 61.99.01, <em>Retention of State Records<\/em><\/strong><\/a>. The manager of university compliance serves as the university\u2019s records officer (RO) designated to manage the retention and disposition of state records at Tarleton under the direction of the university compliance officer. &nbsp;See&nbsp;<strong><a href=\"https:\/\/www.tarleton.edu\/policy\/wp-content\/uploads\/sites\/142\/2022\/06\/61_99_01_T0_01.pdf\" data-type=\"link\" data-id=\"https:\/\/www.tarleton.edu\/policy\/wp-content\/uploads\/sites\/142\/2022\/06\/61_99_01_T0_01.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tarleton Standard Administrative Procedure 61.99.01.T0.01, <em>Records Management<\/em><\/a>,<\/strong>&nbsp;or contact the RO for more information about university records management requirements and program guidelines. Records training opportunities are available to Tarleton employees upon request to the RO.<\/p>\n\n\n\n<p>State records can be found in any recorded medium, in a variety of forms such as paper document, electronic files, documents or communications, microfilm, or web applications\/database systems (e.g., Banner, Canvas, AggieBuy, Concur, etc.).<\/p>\n\n\n\n<p>Information that is written, produced, collected, assembled, or maintained in connection with the transaction of Tarleton\u2019s official business or by an officer or employee of Tarleton in the individual\u2019s official capacity and the information pertains to official business of the body is considered state records.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-advgb-columns advgb-columns-wrapper\" id=\"advgb-cols-8f2afa6a-18ab-460b-abcf-af4625f5c4fc\"><div class=\"advgb-columns-container\"><div class=\"advgb-columns advgb-columns-row advgb-is-mobile advgb-columns-2 layout-12-12 mbl-layout-stacked gutter-20 vgutter-10\">\n<div class=\"wp-block-advgb-column advgb-column advgb-is-half-tablet advgb-is-full-mobile\" id=\"advgb-col-40c45260-0f8c-488b-a94f-191e7f985e51\"><div class=\"advgb-column-inner\" style=\"border-style:none;border-width:1px\">\n<div class=\"wp-block-advgb-button alignfull is-style-squared\"><a class=\"wp-block-advgb-button_link advgbbtn-75f69fd5-5431-4fd9-957a-779ba32d3698\" href=\"https:\/\/assets.system.tamus.edu\/files\/legal\/pdf\/System-Records-Retention-Schedule.PDF\" target=\"_blank\" rel=\"noopener noreferrer\"><span>Records Retention Schedule<\/span><\/a><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-advgb-column advgb-column advgb-is-half-tablet advgb-is-full-mobile\" id=\"advgb-col-c8e24163-f825-494d-9b51-13f36c8ea5ca\"><div class=\"advgb-column-inner\" style=\"border-style:none;border-width:1px\">\n<div class=\"wp-block-advgb-button alignfull is-style-squared\"><a class=\"wp-block-advgb-button_link advgbbtn-6026b704-fee2-4d09-84dd-e9a24b4f957c\" href=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Records_Destruction_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span>Records Destruction Form<\/span><\/a><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Governance Documents and Resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/www.tarleton.edu\/policy\/wp-content\/uploads\/sites\/142\/2022\/06\/61_99_01_T0_01.pdf\" data-type=\"link\" data-id=\"https:\/\/www.tarleton.edu\/policy\/wp-content\/uploads\/sites\/142\/2022\/06\/61_99_01_T0_01.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Tarleton SAP 61.99.01.T0.01, <em>Records Management<\/em><\/a><\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/policies.tamus.edu\/61-99-01.pdf\" data-type=\"link\" data-id=\"https:\/\/policies.tamus.edu\/61-99-01.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">System Regulation 61.99.01, <em>Retention of State Records<\/em><\/a><\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2024\/11\/Records-Retention-Strategies-for-Personnel-Nov24.pdf\" data-type=\"link\" data-id=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2024\/11\/Records-Retention-Strategies-for-Personnel-Nov24.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Strategies for Tarleton Personnel in Retention and Management of Tarleton Records<\/a><\/strong><\/li>\n\n\n\n<li><a href=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2025\/01\/Summary-of-2024-Records-Retention-Schedule-Changes.pdf\">Summary of 2024 Records Retention Schedule Changes<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Training<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TrainTraq Course 11015, <em>Retention of State Records<\/em><\/strong><\/li>\n\n\n\n<li><strong>TrainTraq Course 2112299, <em>Email Management and Retention<\/em><\/strong><\/li>\n\n\n\n<li><strong>Individual or group training available by contacting Tarleton&#8217;s designated records officer (RO)<\/strong> <strong>listed below<\/strong><\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group extra-padding has-black-color has-text-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"background-color:#eaebec\">\n<p class=\"has-medium-font-size\"><strong>Note: <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Locking shred bins for secure shredding  services of paper documents are available by submitting a \u201cwork order\u201d through SSC. A separate SSC work order will need to be submitted when bins are ready to be picked up for secure shredding service.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Secure destruction of storage media, i.e., floppy disks, CDs, DVDs, microfilm, etc., requires special handling. Contact Paulette Cavitt at 254-968-0511 or by <a href=\"mailto:pcavitt@tarleton.edu\">email<\/a> for more information.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div style=\"height:65px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide is-stacked-on-mobile\" style=\"grid-template-columns:15% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-683x1024.jpg\" alt=\"Smiling woman with curly hair on a purple background.\" class=\"wp-image-983 size-thumbnail\" srcset=\"https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-683x1024.jpg 683w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-200x300.jpg 200w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-267x400.jpg 267w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-768x1151.jpg 768w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-1024x1536.jpg 1024w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-1366x2048.jpg 1366w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-1568x2351.jpg 1568w, https:\/\/www.tarleton.edu\/university-compliance\/wp-content\/uploads\/sites\/143\/2022\/06\/Cavitt-Paulette_2022-2-scaled.jpg 1707w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<h2 class=\"wp-block-heading\">Paulette Cavitt<\/h2>\n\n\n\n<p>Manager, University Compliance \/ Records Officer (RO)<br>Location: Administration Annex 1 (North) Building, Suite 106<br>Email:&nbsp;<a href=\"mailto:pcavitt@tarleton.edu\">pcavitt@tarleton.edu<\/a><br>Phone:&nbsp;<a href=\"tel:+12549680511\">254-968-0511<\/a><br>Fax: 254-968-9658<\/p>\n<\/div><\/div>\n<style class=\"advgb-styles-renderer\">.advgbbtn-75f69fd5-5431-4fd9-957a-779ba32d3698{font-size:18px;color:#fff !important;background-color:#4f2d7f !important;margin:0px 0px 0px 0px !important;padding:10px 30px 10px 30px;border-width:1px !important;border-style:none;border-radius:50px !important;}.advgbbtn-75f69fd5-5431-4fd9-957a-779ba32d3698:hover{box-shadow:1px 1px 12px 0px #ccc;opacity:1;transition:all 0.2s ease;}.advgbbtn-75f69fd5-5431-4fd9-957a-779ba32d3698 > i 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Management Tarleton State University is required to have an active and on-going records management program in compliance with federal and state laws and&nbsp;The Texas A&amp;M University System Regulation 61.99.01, &#8230;<\/p>\n","protected":false},"author":28,"featured_media":580,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-fullwidth.php","meta":{"_acf_changed":false,"inline_featured_image":false,"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"class_list":["post-817","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"coauthors":[],"author_meta":{"author_link":"https:\/\/www.tarleton.edu\/university-compliance\/author\/","display_name":""},"relative_dates":{"created":"Posted 3 years ago","modified":"Updated 7 months ago"},"absolute_dates":{"created":"Posted on June 2, 2023","modified":"Updated on September 5, 2025"},"absolute_dates_time":{"created":"Posted on June 2, 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