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Special Advisor

Special Advisor

Owned by Phoebe Fung (Deactivated)
Nov 30, 2021

Background

TBC

Authorities

TBC

RRSDA's

Personnel Files

Documents for Review

Documents 

*Mandatory
Document RetentionRequired?Document Type in eTRACS

Office of Primary Responsibility (OPR)

i.e. decision maker in the process

Access 

ie. Faculty Department level, Faculty Dean's office level, everyone at Dean's office  level outside own faculty
Total Retention PeriodRRSDA














Faculty/Department Level Documents




















Electronic Folders & File Naming Conventions

The electronic folder can be labelled as the sample below:

2019-2020 Special Advisor

(TBC)



File Naming Convention

Lastname_Firstname_ApptType_DocType_Dept/Faculty_YYYYMMDD

e.g. Doe_John_ASP_CV_Beedie_20210714

Business Cases for Document Retention

(TBD - to discuss with FERM Working Group - note for reviewers, post your business cases in this section as to rationale for retaining documents and a length of time to keep them if known)

Working Group Questions

Questions to be explored when reviewing the document checklists:



Access Control Questions



Retention Questions



Office of Primary Responsibility



File Managers/Responsibility of Records