RECORD SERIES INVENTORY INSTRUCTIONS: USE ONE FORM PER RECORD SERIES PAPER DEPARTMENT

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RECORD SERIES INVENTORY
DEPARTMENT
INSTRUCTIONS: USE ONE FORM PER RECORD SERIES
DIVISION
OFFICE
CONTACT PERSON (Name, Title, Phone Number)
DATE INVENTORY COMPLETED
RECORD SERIES TITLE and DESCRIPTION (How the record functions, what information it contains, form number)
PAPER
LETTER SIZE
LEGAL SIZE
BOUND BOOK
RINGED NOTEBOOK
CARD FILE: SIZE____X____
PUNCH CARD
OTHER: _____________________________________________________________________________________________________________
MICROFILM
ROLL SIZE:
MAGNETIC
COMPUTER TAPE
MEDIA
DISC
FILING
ALPHA BY _____________
METHOD
REFERENCE
RATE
INCLUSIVE DATES
FROM
TO
_______ mm
FICHE
SIZE: __________
SIZE:________________
AUDIO TAPE
OTHER: ____________________________________________________________
SIZE: ______________
VIDEO TAPE
SIZE: _______________
OTHER:___________________________________________________________________________________
NUMERIC BY ______________
CALENDAR YEAR
CHRONOLOGICALLY BY:
FISCAL YEAR
DAILY
WEEKLY
RECORD SERIES RANGE
(e.g., Li-Ru, 300-650)
MONTHLY
RECORDS LOCATION
(Building, Room, Floor Number)
YEARLY
RECORD
TYPE
OTHER: ___________________________
EQUIPMENT
TYPE
VOLUME
(Cubic Feet)
LIST OTHER SOURCES AND LOCATIONS OF THIS RECORD SERIES
ANNUAL ACCUMULATION APPLICABLE STATUTES/REGULATIONS
IS AN EXTERNAL AUDIT REQUIRED?
(In Cubic Feet)
IS RECORD SERIES LISTED ON A
RECORDS RETENTION SCHEDULE?
YES
NO
YES
■
NO
IF NO, CONTACT DORES
RECORDS MANAGEMENT SERVICES.
Department of the Treasury, Division of Revenue and Enterprise Services, Records Management Services
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