Retention Schedules

Tips for using the retention schedule database:

  • Using more than one search term in a field will return results that contain all terms, not necessarily in sequence.  A space between search terms in a field equals "and."
    • Example: If STUDENT RECORD is entered into the Record Series Name field, it will return results that contain STUDENT and RECORD in that field.
  • Wildcards are automatically added.  This is helpful if you only remember a partial number or word.
    • Example: If you enter PAY in the Record Series Description field, it will return results that contain PAY but also PAYROLL, PAYMENT, and REPAYMENT.  
  • Use simple search terms.  If you find you receive too many or too few results, try reducing the number of search terms and search fields used.

Retention Schedule Database