MaRRS by Record Type
Record Type | Rule |
Academic accommodations
|
2015.05 – Student Accommodations
|
Academic integrity
|
2016.03 – Protected Disclosure Process
|
Academic misconduct
|
98.0015 – Student Appeal Process
|
Access Requests
|
2007.01 – Access and Privacy Cases
|
Accommodations – disability and protected grounds
|
2015.05 – Student Accommodations
|
Accounts Payable Invoices
|
99.0001 – Accounts Payable Vouchers (see also IDB’s in Financial Reporting)
|
Accounts Receivable Invoices
|
2000.11 – Accounts Receivable Invoices
|
Adjunct employee files
|
|
Admission records
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
Affiliation agreements
|
2008.02 – Agreements
|
Agencies (External)
|
2009.01 – External Organizations
|
Aging reports
|
|
Agreements
|
2014.14 – Confidentiality Agreements; 2008.02 Agreements
|
Anecdotal notes (Nursing)
|
99.0006 – Student Academic Files – Undergraduate
|
Appeals
|
98.0015 – Student Appeal Process
|
Applications…
|
|
…for Academic Positions
|
|
…for Non-Academic Positions
|
|
…for Senior Administrative position
|
|
…for Deferred Exams
|
98.0018 – Student Academic files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
…for Graduate Scholarships (External)
|
2008.04 – Graduate Student Scholarships and Awards
|
…for Graduate Scholarships (Internal)
|
2008.04 – Graduate Student Scholarships and Awards
|
…for Leave of Absence (students)
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
… for MaPPS positions
|
|
…for Study Abroad opportunities
|
2007.02 – Study Abroad Program Files
|
… for Support Staff positions
|
|
Applied pschological testing
|
|
Appointment notices
|
98.0001 – Circulars
|
Articles
|
98.0002 – Externally Published Materials
|
Assignments – see Student Assignments
|
|
Associations (External)
|
2009.01 – External Organizations
|
Audit records
|
2015.04 – Internal Audit Process
|
Award notification
|
2000.25 – Research Accounting – Project Files
|
Bank…
|
|
…Draft payments
|
99.0001 – Accounts Payable Vouchers
|
…Reports
|
2000.22 – Daily Banking
|
…Statements and reconciliations
|
2000.22 – Daily Banking
|
Bankrupt notices
|
2000.11 – Accounts Receivable Invoices
|
Billing for medical services
|
2014.04 – UCMG Billing and Transcription Records
|
Board of Governors
|
98.0004 – Board of Governors Agenda and Minutes
|
Body donation records
|
2014.02 – Body Donation Process
|
Calendar submission drafts
|
98.0009 – Calendar Submission Drafts
|
Capital equipment forms
|
2000.10 – Equipment Inventories
|
Cash…
|
|
…Audit log books
|
|
…Balances
|
|
…Receipt vouchers
|
|
Casual payroll requisitions / timesheet forms
|
2000.07 – Payroll Payments & Deductions
|
Catalogues – Supplies/Equip
|
98.0002 – Externally Published Materials
|
Certificates of Destruction
|
|
Change of Grade forms
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
Cheque…
|
|
…Log books
|
99.0001 – Accounts Payable Vouchers
|
…Register – payroll
|
2000.08 – Payroll Payment Changes
|
…Requisitions
|
99.0001 – Accounts Payable Vouchers
|
…Copies of
|
|
Circulars
|
98.0001 – Circulars
|
Class record books
|
2000.13 – Class Record Books
|
Classification code manual (equipment)
|
2000.10 – Equipment Inventories
|
Collection Agency records
|
2000.11 – Accounts Receivable Invoices
|
Committees (External)
|
2009.01 – External Organizations
|
Competitive bid records
|
2010.01 – Competitive Bid Procurement Process
|
ConfidenceLine records
|
2016.03 – Protected Disclosure Process
|
Confidentiality Agreements
|
2014.14 – Confidentiality Agreements
|
Controlled Goods
|
|
Core Documents
|
2004.02 – Course outlines, Core Documents
|
Councils
|
|
…Deans’
|
|
…External to University
|
2009.01 – External Organizations
|
…Faculty
|
98.0007 – Faculty Councils
|
…General Faculties
|
98.0003 – General Faculties Council (GFC)
|
Counselling services (U-CAPES)
|
|
Counselling services (SU Wellness)
|
2014.09 – Mental Health Services Client Files
|
Course Outlines
|
2004.02 – Course outlines, Core Documents
|
Credit…
|
|
…Card slips
|
|
…Card slips (tax receipts)
|
2000.05 – Donor Tax Receipts
|
Curriculum Vitae
|
|
…accompanying applications for academic positions
|
|
…for recruited academic staff
|
|
Daily Cash Balance
|
|
Deans’ Council
|
|
Declaration form (equipment)
|
2000.09 – Disposal and Surplus
|
Deferred Exams (Applications for)
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
Deposit…
|
|
…Account analyses
|
2000.22 – Daily Banking
|
…Books
|
|
…Forms (tax receipts)
|
2000.05 – Donor Tax Receipts
|
…Vouchers
|
|
Direct mail
|
98.0001 – Circulars
|
Disability services
|
2015.05 – Student Accommodations
|
Disclosures of sexual violence
|
2017.02 – Sexual Violence Disclosure
|
Disposal form (equipment)
|
2000.09 – Disposal and Surplus
|
Donor Tax receipts
|
2000.05 – Donor Tax Receipts
|
Donation agreements
|
2008.02 – Agreements
|
Drafts
|
98.0011 – Draft Documents & Working Materials
|
Driver Authorizations, agreements & abstracts
|
2011.05 – Driver Authorization
|
Educational assessment and testing
|
|
Emergency loan applications
|
2000.20 – Student Fees
|
Employee Files…
|
|
…Academic & Senior Staff
|
|
…Adjuncts
|
|
…Continuing Education Contract Instructors
|
|
…Emeriti
|
|
…Sessionals
|
|
…Support Staff, MAPS
|
|
Employee training records
|
|
Equipment…
|
|
…Catalogues
|
98.0002 – Externally Published Materials
|
…Disposal form
|
2000.09 – Disposal and Surplus
|
…Inventory audit reports
|
2000.10 – Equipment Inventories
|
Ergonomic assessments
|
2013.06 – Staff Wellness Client files
|
Exams…
|
|
…Deferred
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
…NOT returned to students
|
2000.01 – Examinations and Student Assignments
|
…Returned but not picked up
|
2000.01 – Examinations and Student Assignments
|
Expressions of interest
|
2010.01 – Competitive Bid Procurement Process
|
Externally published reports
|
98.0002 – Externally Published Materials
|
Faculty Councils
|
98.0007 – Faculty Councils
|
Financial…
|
|
…Statements
|
2000.23 – Financial Reporting
|
…Transaction summary reports
|
2000.20 – Student Fees
|
General Faculties Council (GFC)
|
98.0003 – General Faculties Council (GFC)
|
General ledger (FRS)
|
2000.23 – Financial Reporting
|
Gift certificate books
|
|
Gift-in-kind reports
|
2000.05 – Donor Tax Receipts
|
Grade…
|
|
…Appeals
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
…(Change of) forms
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
…Collection sheets
|
2000.12 – Grade Collection Source Documents
|
Graduate…
|
|
…and trust appointment records
|
2000.07 – Payroll Payments & Deductions
|
…Student academic files
|
98.018 – Student Academic Files – Graduate
|
Grant agreements
|
2008.02 – Agreements
|
Group travel study records
|
2007.02 – Study Abroad Program Files
|
GST payments
|
99.0001 – Accounts Payable Vouchers
|
Hazardous Waste Storage and Disposal…
|
|
…shipping and disposal records
|
2008.05 – Hazardous Waste Storage and Disposal Process |
…Certificates of Destruction
|
2008.05 – Hazardous Waste Storage and Disposal Process |
…inspection and servicing records
|
2008.05 – Hazardous Waste Storage and Disposal Process |
…leak testing recorrds
|
2008.05 – Hazardous Waste Storage and Disposal Process |
…employee training records (radioactive waste)
|
2008.05 – Hazardous Waste Storage and Disposal Process |
…Nuclear Energy Worker Registration forms
|
2008.05 – Hazardous Waste Storage and Disposal Process |
Health promotion & surveillance records
|
2013.06 – Staff Wellness Client files
|
Holiday notices
|
98.0001 – Circulars
|
Homestay records
|
2014.05 – Homestay Case Files
|
Incident reports
|
2011.06 – Security Incident Reporting Process
|
Informed Consent forms
|
|
Inspection and servicing records (radioactive waste)
|
|
Institutional Analysis…
|
|
…Project files (all)
|
2009.04 – Institutional Analysis Process
|
…Major reports
|
2009.04 – Institutional Analysis Process
|
Insurance claims
|
2011.02 – Insurance Claims
|
Interdepartmental Billing vouchers (IDB)
|
2000.23 – Financial Reporting
|
Interest calculations
|
2000.24 – Investments
|
International Student lodging
|
2014.05 – Homestay Case Files
|
Inventory audit reports (equipment)
|
2000.10 – Equipment Inventories
|
Investment portfolio reports and registers
|
2000.24 – Investments
|
Invitation to bid
|
2010.01 – Competitive Bid Procurement Process
|
Invoices…
|
|
…Accounts payables
|
99.0001 – Accounts Payable Vouchers
|
…Accounts receivable
|
2000.11 – Accounts Receivable Invoices
|
Journal entry records & vouchers
|
2000.23 – Financial Reporting
|
Journals
|
98.0002 – Externally Published Materials
|
Leak testing records (radioactive waste)
|
|
Lease agreements
|
2008.02 – Agreements
|
Leave…
|
|
…Application forms (staff)
|
|
…of Absence – students
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
…of Absence (staff)
|
98.0010 – Temporary Information
|
Loan applications – students
|
2000.20 – Student Fees
|
Lockshop work requests
|
2018.02 – Lockshop Work Requests
|
Log books
|
|
Medical Billing and Transcription
|
2014.04 – UCMG Billing and Transcription Records
|
Meeting notices
|
98.0001 – Circulars
|
Mental Health Services – SU Wellness
|
2014.09 – Mental Health Services Client Files
|
Monetary appraisal records
|
2000.05 – Donor Tax Receipts
|
Naming agreements
|
2008.02 – Agreements
|
New capital equipment forms
|
2000.10 – Equipment Inventories
|
Non-academic misconduct
|
98.0015 – Student Appeal Process
|
Notices of Meetings, appts, holidays
|
98.0001 – Circulars
|
Notification of awards
|
2000.25 – Research Accounting – Project Files
|
Nuclear Energy Worker registration forms
|
|
Organizations (External)
|
2009.01 – External Organizations
|
Packing Slips
|
98.0010 – Temporary Information
|
Partnership agreements
|
2008.02 – Agreements
|
Payroll deduction records
|
2000.07 – Payroll Payments & Deductions
|
Payroll vouchers
|
2000.23 – Financial Reporting
|
Petty Cash
|
99.0005 – Accounts Receivable, Petty Cash
|
Physician’s notes (diagnosis & treatment)
|
2013.04 – SU Wellness Centre — Patient Records
|
Postgraduate medical education trainees
|
|
Post-it notes
|
98.0010 – Temporary Information
|
Practicum agreements
|
2008.02 – Agreements
|
Presidential review records
|
2000.14 – Presidential Review records
|
Presidential search records
|
2000.15 – Presidential Search records
|
Press releases
|
98.0001 – Circulars
|
Print project files
|
2017.03 – Printing Services Print Project Files
|
Privacy requests
|
2007.01 – Access and Privacy Cases
|
Procurement records
|
2010.01 – Competitive Bid Procurement Process
|
Professional expense reimbursement claims (PER)
|
2000.06 – Expense Allowance
|
Program costing records
|
2000.23 – Financial Reporting
|
Program planning records
|
2014.01– Program Planning Process
|
Program statistical records
|
2000.20 – Student Fees
|
Project Files – Research Accounting
|
2000.25 – Research Accounting – Project Files
|
Promissory notes
|
2000.20 – Student Fees
|
Protected disclosure
|
2016.03 – Protected Disclosure Process
|
Psychological assessment and testing (U-CAPES)
|
|
Psychological assessment and testing (SU Wellness)
|
2014.09 – Counselling Client Files
|
Purchase orders, requisitions
|
99.0001 – Accounts Payable Vouchers
|
Reconciliation records
|
2000.20 – Student Fees
|
Registration forms
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
Relocation claims
|
99.0001 – Accounts Payable Vouchers
|
Reports – external published
|
98.0002 – Externally Published Materials
|
Requests for quotation or information
|
2010.01 – Competitive Bid Procurement Process
|
Research Data – not involving human subjects
|
|
Research involving human subjects…
|
|
…For Health Canada
|
2011.01 – Research Involving Human Subjects
|
…For all other
|
2011.01 – Research Involving Human Subjects
|
Residence client files
|
2013.03 – Residence Client Files
|
Resumes…
|
|
…(CV’s) solicted (academic)
|
|
…solicited (non-academic)
|
|
…unsolicited
|
|
Review of President records
|
2000.14 – Presidential Review
|
Routing slips
|
98.0010 – Temporary Information
|
Scholarly integrity records
|
|
Scholarship applications – GRADUATE…
|
|
…successful – External Agency
|
2008.04 – Graduate Student Scholarships and Awards
|
…successful – Internal
|
2008.04 – Graduate Student Scholarships and Awards
|
…unsuccessful
|
2008.04 – Graduate Student Scholarships and Awards
|
Scholarship Committee agendas & minutes (FGS)
|
2008.04 – Graduate Student Scholarships and Awards
|
Search & Selection…
|
|
…Academic staff
|
|
…Presidents
|
2000.15 – Presidential Search
|
…Senior Administrative Officers
|
|
Security Assessments
|
|
Security incident reports
|
2011.06 – Security Incident Reporting Process
|
Senate and Senate Committees
|
98.0006 – Senate and Senate Committees
|
Senior staff employee files
|
|
Shipping and disposal records (hazardous waste)
|
|
Societies (External)
|
2009.01 – External Organizations
|
Student Academic Files…
|
|
…Graduate
|
98.0018 – Student Academic Files – Graduate
|
…Medicine (UME)
|
|
…Unclassified students
|
99.0006 – Student Academic files – Undergraduate
|
…Undergraduate
|
99.0006 – Student Academic Files – Undergraduate
|
Student Assignments…
|
|
…NOT returned to students
|
2000.01 – Examinations and Student Assignments
|
…not picked up by students
|
2000.01 – Examinations and Student Assignments
|
Student fee payment receipts, loan agreements, fee invoices
|
2000.20 – Student Fees
|
Summary reports – financial transactions student fees and loans
|
2000.20 – Student Fees
|
Supply agreements
|
2008.02 – Agreements
|
Supply Catalogues
|
98.0002 – Externally Published Materials
|
Support staff employee files
|
|
Surplus sales reports
|
2000.10 – Equipment Inventories
|
Tag listings (equipment)
|
2000.10 – Equipment Inventories
|
Tax…
|
|
…Receipt log books
|
2000.05 – Donor Tax Receipts
|
…Receipts (donor)
|
2000.05 – Donor Tax Receipts
|
…Returns
|
2000.23 – Financial Reporting
|
Team Authorization Forms – Research Projects
|
2000.25 – Research Accounting – Project Files
|
Telephone messages
|
98.0010 – Temporary Information
|
Temporary information
|
98.0010 – Temporary Information
|
Till tapes
|
|
Timesheets…
|
|
…Casual payroll requistions
|
2000.07 – Payroll Payments & Deductions
|
…Non-casual
|
98.0010 – Temporary Information
|
Transcription services
|
2014.04 – UCMG Billing and Transcription Records
|
Transcripts
|
98.0018 – Student Academic Files — Graduate
99.0006 – Student Academic Files — Undergraduate
|
Travel…
|
|
…Advance requisitions
|
99.0001 – Accounts Payable Vouchers
|
…Claim vouchers
|
99.0001 – Accounts Payable Vouchers
|
Trust…
|
|
…Account financial statements
|
2000.25 – Research Accounting – Project Files
|
…and graduate appointment records
|
2000.07 – Payroll Payments & Deductions
|
…Extension printouts
|
2000.25 – Research Accounting – Project Files
|
Tuition fee planning documents
|
2014.07 – Tuition Planning
|
Tuition fee waivers
|
2000.20 – Student Fees
|
Unclassified Student files
|
99.0006 – Student Academic Files – Undergraduate
|
Undergraduate…
|
|
…Student academic files
|
99.0006 – Student Academic Files – Undergraduate
|
…Student files (Medicine)
|
|
Universal student ratings of instruction
|
|
Unit reviews
|
2014.01 – Program Planning Process
|
Violence threat risk assessment reports and recommendations
|
2017.16 – Threat Assessment Response Process
|
Violence triage referral forms
|
2017.16 – Threat Assessment Response Process
|
Voice-mail recordings
|
98.0010 – Temporary Information
|
Waivers
|
|
Waybills
|
98.0010 – Temporary Information
|
Whistleblower Act
|
2016.03 – Protected Disclosure Process
|
Withhold notices
|
2000.20 – Student Fees
|
Work requests
|
2018.02 – Lockshop Work Requests
|