How to Prepare for the Electronic Record Retention Policy & Organize Your Email Records

How to Prepare for the Electronic Record Retention Policy & Organize Your Email Records

1.
Know the Policy

Use the QR code to access the current Electronic Retention Return Policy on the College’s policy webpage:
policies.dtcc.edu

electronic communications retention policy QR Code

2.
Prepare for
July 1, 2023

Effective July, 1 2023 all emails older than 5 years (e.g. 60 months) will be automatically deleted from email accounts. From this date on, any email older than 5 years will be automatically deleted.

Calendar Girl

3.
Identify Emails with Lasting Value

Emails with “Lasting Value” should not be stored exclusively in an email account. Lasting Value messages have operational value, legal or evidentiary value, fiscal value, or vital value to ensure operational continuity.

Email Folders and Messages

4.
Determine the Storage Location for these Records

Email messages and attachments with Lasting Value must be stored in a dedicated folder on a college-supported system (e.g. OneDrive, Teams, SharePoint, or network drives.)

Computer screen with cloud storage

5.
Download or Print Emails to be Saved

Once you have identified records you need to save and where you will save them, you can print files as a .PDF or download them as a .EML file into your designated folder.

Printer, Documents, and Pencils

6.
Tips for Staying Organized

Use email folders & rules to help organize emails with Lasting Value. Use calendar alerts to remind you to transfer those emails to designated folders. Visit the IIT.dtcc.edu website for support and more ideas for organizing your email accounts.

IF YOU DON’T NEED IT, DELETE IT

man at computer and documents