Records Management

Record Management Forms

The following forms are necessary for carrying out records management activities such as records scheduling, transfer and storage, retrieval, and destruction.

If you are looking for overviews of processes as well as detailed instructions and procedures for these activities, see the area on our navigation frame titled “How Do I…”.

  • Forms for Records Scheduling

    Records Scheduling Worksheet (Excel version)
    Records Scheduling Worksheet (PDF version)

    Confidential Records Checklist (Excel version)
    Confidential Records Checklist (PDF version)

  • Forms for Records Transfer and Storage

    Records Transmittal Spreadsheet

    Records Transmittal and Receipt Form

  • Forms for Records Requests

    Records Request at Inside Metro (Intranet) site - Instructions

    Records Request Form (submit by fax)

  • Forms for Records Destruction

    Registration Form for Secure Records Destruction Services