AGENCY: Division of Archives and Records Service

SERIES: 30839
TITLE: Customer account records
DATES: 2012-
ARRANGEMENT: Database by customer name, thereunder database by entity name.

DESCRIPTION: These records are used to track customers who interact with the Division for the purposes of certifying as records officers; consulting with staff regarding records management and GRAMA requests or appeals; and reformatting, storing or researching records. These records help fulfill State Archive's mandate in Utah Code 63A-12-101 (2023).

Information includes name, email address, work phone number, work address, governmental entity they are associated with, records management role they fill, certification assignment and status, and notes about their interactions with staff.

RETENTION

Retain for 3 year(s) after final action

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series is authorized by Archives general schedule Utility customer account records, GRS-1119

AUTHORIZED: 04/05/2024

FORMAT MANAGEMENT

Computer data files: Retain in Office for 3 years after final action and then delete.

APPRAISAL

Administrative Legal

Legal requirements: Utah Code 63A-12-110 (2012) and 63G-2-108 (2012)

PRIMARY DESIGNATION

Public. Utah Code 63G-2-301 (2024)

SECONDARY DESIGNATION

Private. Utah Code 63G-2-302(2)(d) (2024)

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