Electronic Records that do not need to be Printed or Saved

The following records do not have to be saved or printed because they are extracted from a master file or data base.  The emails can be deleted immediately.  Any reports that are printed are considered duplicates and can be destroyed as soon as they have served their reference purpose.  They will be visible and accessible for their full retention period in the system of record and can be reprinted as needed.

For those rare sponsored budgets that do not submit financial status reports at least annually, you will need to continue to keep your own copies of ISDs, CTIs, and invoices for the full retention period.  (See Section 07 of the UW General Schedule)

  Financial   Human Resources   Student   Grant/Contract   Donor

Financial Records


MyFinancial.desktop

  

Procurement Desktop Reports-Post 2007
  • Budget Activity Report (BARs)
  • Budget Lists
  • Budget Profile
  • Budget Status Summary Reports (BSSRs)
  • Budget Summary Report (BSRs)
  • Current Encumbrances
  • Customized Query Reports
  • Expense Transfer Forms
    • Field Advances
    • Journal Voucher (JV)
    • Request Transfer Expenditure (RTE)
    • Retroactive Salary Transfer (RST)
  • Invoice Status Summary
  • Invoices Cleared for Payment
  • Invoices Paid by Department
  • MyFD Monthly Close Notifications
  • NonRip Invoices Pending
  • Online Invoice Discrepancies
  • Received Invoices
  • Reconciliation Report
  • Reconciliation Status Report
  • Reports run through the Decision Support Center
  • Transaction Detail
  • Transaction Summary

Motor Pool

  • Internal Sales Document (ISDs)
  • Maintenance Announcements

UWIT Rome

  • Long Distance Bill (post 2007)
  • Technical Services Equipment Invoice
  
  • Accounts Payable (AP) Reports
  • Central Travel Account (CTA) Reports
  • Department Dashboard
  • ProCard Audit Reports
  • Requisitions Reports

FASTRANS

  • Batch Summary Information
  • Purchase Order Reports

Ariba

  • Online Purchase Order Status
  • System Generated Request for Approval
  • System Generated Request No Further Action Needed

Library Financial Services

  • Library System Generated Cost Transfer Invoices (CTIs)
  • Library System Generated Internal Sales Documents (ISDs)

Facilities Services (FS Works)

  • Physical Plant AIM/FME Online Invoices (post 2007)

Creative + Communications

  • Invoices

Mailing Services

  • Invoices

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Human Resource Records

HR Systems
  • Employee Self-Service (ESS) Notifications and Confirmations
  • OWLs System Generated Reminders and Notifications
  • PERMS
  • Temporary Employee Accumulated Hours Notification
  • Work Leave Summary Review Notifications

 

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Student Records

Registrar
  • Curriculum Database Printouts
  • Grade Reports
  • Quarterly Grade Reports

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Grant/Contract Records

eFECs

  

SAGE
  • Certified FEC (Post April 2012)
  • eFECs System Generated Notifications and Reminders
  • Salary Transactions Details by Pay Period (Post April 2010)
  
  • Advanced Budget Request
  • eGC1  Now Requires IRB Application
  • Extension/Renewal of Advance Budget Request
  • Final Sponsor Documents Required for eGC-1
  • Funding Action Processed
  • Post-Award Change Processed
  • Signed Documents Ready for Retreival

 

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Donor Records

 Alunni/Donor Database
  • Alumni Lists

 

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