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FAQs: Document Retention Guidelines u

Printable FAQs: Document Retention Guidelines ( 22k pdf)


 

 

FAQs: Document Retention Guidelines

For SCEIS Agencies

Version: 10/10/07

1. How will document retention change in my agency?

A major factor in the SCEIS project’s cost justification is elimination of paper throughout state government. This includes transition to electronic documents instead of paper to meet document retention requirements. Online documents created in SAP will replace many types of paper documents. Solicitation/award processes will be conducted online in a paperless fashion between the state and many of its vendors. Most remaining paper documents will be converted into electronic images using document imaging at the earliest possible point in an agency’s business process.

2. What do agencies need to do for electronic document retention when they go live?

Agencies do not need to take any action for retention of electronic documents in SCEIS. These documents will be retained by SCEIS on the CIO infrastructure, with no plans for destruction at this time. They will be stored on SAN storage located at the CIO, backed up to tape and stored offsite in accordance with backup/recovery policies. A comprehensive retention management plan will be established in the future for scheduled destruction/retention of SCEIS electronic records, in collaboration with agencies, SC CIO and SCDAH.

3. What do agencies need to do for paper document retention when they go live?

Agencies should retain paper documents after they have been imaged into SCEIS, according to each agency’s current retention management plan. This policy will remain in place for about 6 months, until further guidance from SCEIS, to allow agencies to develop a level of comfort with the SCEIS environment.

4. Should agencies print out copies of documents that are now electronic documents, which were filed as paper documents before SCEIS?

Electronic documents should not be printed for filing purposes or retention management purposes. Agencies should consult with the SCEIS project if they believe there are electronic documents in SCEIS that they must print and retain in paper form in order to comply with South Carolina or Federal government requirements. It is a key objective to adopt a paperless environment wherever possible.

5. Can agencies print paper copies of electronic documents for convenience if they do not like the SCEIS “paperless” work processes?

While it is possible to print documents for convenience, agencies should consult with the SCEIS project if they find themselves needing paper documents. SCEIS will provide consultation to help reengineer agency processes to make effective use of the SCEIS environment. It is a key objective to adopt a paperless environment wherever possible.

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LINKS

"Public records stored as digital images: Policy Statement," SC Department of Archives and History / Archives and Records Management Division.

SC Uniform Electronic Transaction Act (UETA)