Organising an Office Detox What is an office detox? An office detox or black bag day is a special event, where everyone in a unit or team is encouraged to take time out from their work to look at their paper and electronic documents and consider which need to be kept and which need to be thrown away. An office detox can promote efficient working, highlight problems, and help a team or unit to reflect on the records that they create and the ways in which they maintain them. An office detox can also be useful when a relocation is imminent. An office detox should be supplemental to regular record destruction carried out in accordance with the University’s records retention schedule. How to organise an Office Detox Before the event: Start preparing for your event in good time and give advanced notice so that as many people as possible can be involved. Use publicity to raise awareness and interest. Be creative – you can use posters, leaflets, emails and screensavers, etc (some posters are available for download on the Office Detox webpages). Make sure that everybody understands the aims of the event and the potential benefits. Circulate a link to the University’s records retention schedule (http://www.cardiff.ac.uk/govrn/cocom/recordsmanagement/recordsretention/recordreten.html ), the guidance on using the records retention schedule and the guidance provided in Appendix A, a few days before the event. Make the event a time out from other office activity - let people come to work in their casual clothes. Consider spreading the event over a week to give as many people the chance to make time to participate as possible. Contact Estates, on ext. 74477, in advance to put in a job request for the additional rubbish and recycling to be removed after the event. Contact Manual Handling, on ext. 74320 (handling@cardiff.ac.uk) in advance to put in a job request for the additional confidential waste to be removed after the event. On the day: Encourage as many people as possible to join in. People may be persuaded with incentives such as free coffee and cake or prizes for things like the tidiest office, the oddest object found or the most interesting record unearthed for the Institutional Archive. Make sure you only tackle the filing cabinets and folders that you and your section have responsibility for. Be ready with stocks of archive boxes, black bags, green bags and confidential waste sacks. Set aside a meeting room or a corner for people to bring any unwanted office equipment such as fans, binders, foot rests - and exchange it for items that they might need. If anyone is in any doubt about what needs to be kept or thrown away encourage them to contact the Records Manager on ext 79403 (Phillipssj7@cardiff.ac.uk). Contact the Records Manager if you find any records which you think should be transferred to the Institutional Archive for permanent retention or that the retention schedule advises should be reviewed for archival value. If you identify things that need to be kept but which you have no room for, contact the Records Manager to try and arrange some off site storage space. Make sure people document their disposal decisions, so that you know what has happened to records – it is necessary to create a record of what records have been destroyed, when, why, and on whose authority. Use the disposal list template in Appendix B as a guide. After the event: Provide statistics of what has been achieved (number of confidential waste and recycling bags filled) to demonstrate to people that the event was worthwhile. Make sure that you thank everyone for their participation. Appendix A: Guidance for Office Detox participants Destroy any published documents, circulars, magazines, brochures, and copies of documents that you were sent from other departments, if no longer needed for information. Use the records retention schedule and the guide on how to use the records retention schedule to identify any documents that are records and the length of time for which they should be kept. The retention of a whole folder should be decided upon using the longest relevant retention period in the retention schedule as a guide, avoid weeding individual documents out according to the retention schedule. Assign a disposal date where possible to folders that are to be retained, to make destruction easier in the future. Any paper records containing personal information or confidential information about the University and its operations need to be placed in confidential waste sacks for destruction. Avoid leaving confidential waste sacks for pick up in insecure areas as curious passers by will have easy access to the papers they contain. Any other paper records should be placed in green bags for recycling. Remember to look at your electronic records (including your email account) as well as your paper records. Deal with these in the same way, looking at the records retention schedule to identify how long they should be kept. If your electronic records relate to paper records you are also looking at, use the same criteria for both. Is it clear whether you have the final versions or drafts? Are final versions of these records retained elsewhere? Also consider retaining only the electronic version or the paper version, if the record is present in both formats. Please see the Email Detox leaflet for guidance on tackling an unmanageable inbox on the Records Management webpages. If you have any research papers that you or your unit have published consider depositing them in ORCA (the University’s Institutional Repository). When tackling records that are no longer used, and the person who created them has left, flick through them to try and find out who created them and what function they were carrying out. Avoid contacting them, as the records are likely to be University property. Look at the records section by section, based on physical appearance. Look at a small sample of individual folders to start with, to see if they have similar content. If they have similar content apply the same retention criteria to all of them. If they have varied content, make retention decisions on each file. Make sure you document your decisions so that you know what has happened to records – It is necessary to create a record of what records have been destroyed, when, why, and on whose authority. Use the disposal list template in Appendix B as a guide. Personal or confidential records you wish to destroy on CD-ROM, audio tape, magnetic tape or floppy disk should be sent via Manual Handling (ext. 74320) to the Records Manager for confidential destruction. Appendix B Disposal List School/Division: Description of records (i.e., name of file or series and dates it covers) Unit/Team: Reason for destruction Authority for destruction (i. e., reference number from Retention Schedule) (i. e., name of manager) Date of destruction/date sent for destruction