Visiting Scholar

Background

TBC

Authorities

TBC

RRSDA's

Personnel Files

Documents for Review

Documents *Mandatory	Document Retention		Required?	Document Type in eTRACS
Documents *Mandatory	Total Retention Period	RRSDA	Required?	Document Type in eTRACS
Banking information – void cheque/direct deposit information				Banking Information
Letters of invitations				Letter of Invitation
The request from a faculty member to invite the scholar				Request to invite the Visiting Scholar

Faculty/Department Level Documents
Faculty of Education Visiting Faculty Fund - for travel expenses

Electronic Folders & File Naming Conventions

The electronic folder can be labelled as the sample below:

2019-2020 Visiting Scholar

(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

Document Management