Study Leave
- Junior Business Analyst (Unlicensed)
- Phoebe Fung (Deactivated)
Background
TBC
Authorities
TBC
RRSDA's
Personnel Files
Documents for Review
Documents *Mandatory | Document Retention | Required? | 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 Period | RRSDA | |||||
| Activity Report from previous study leave | Activity Report from Previous Study Leave | VPA (& all below) | ||||
Study Leave Application | Application for Study Leave | VPA (& all below) | ||||
Study Leave Proposal | Proposal for Study Leave | VPA (& all below) | ||||
Study Leave Summary Sheet | Summary Sheet for Study Leave | VPA (& all below) | ||||
Director's recommendation Letter | Recommendation Letter for Study Leave | VPA (& all below) | ||||
Dean's Recommendation Letter | Recommendation Letter for Study Leave | VPA (& all below) | ||||
Approval of study leave *President to faculty member | Approval of Study Leave | VPA (& all below) | ||||
Declaration of Conflict of Interest | Declaration of Conflict of Interest | VPA (& all below) | ||||
| Employment confirmation | Employment Confirmation for Study Leave | VPA (& all below) | ||||
| Recommendation for Deferral of Study Leave & Supporting Documents (if applicable) | Recommendation for Deferral of Study Leave and Supporting Documents | VPA (& all below) | ||||
Amendment to Study Leave | Amendment of Study Leave | VPA (& all below) | ||||
| Faculty/Department Level Documents | ||||||
Electronic Folders & File Naming Conventions
The electronic folder can be labelled as the sample below:
2019-2020
(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