Directory of University Records
Model File Classification Plan

Student Services and Records

Records relating to the documentation of students' academic history and provision of support services to students. By default, these records are scheduled under RRSDA 1999-005, General Administrative, Program and Subject Files. Exceptions are noted in brackets, with a link to the over-riding RRSDA. See scope notes for more detailed description.

Student Services and Records (General)
Policy, Procedures, Standards
General
Planning
Reports and Statistics
Special Projects
Reference and Information Files
Academic Advising
Policy, Procedures, Standards
General
Academic Advising Files
Admissions
Policy, Procedures, Standards
General
Admissions Application Files
Change of Personal Information Forms
Policy, Procedures, Standards
General
Change of Address Forms
Change of Name Forms
Course Add-Drop Forms
Policy, Procedures, Standards
General
Course Add-Drop Forms
Enrolment
Policy, Procedures, Standards
General
Enrollment Files
Extra-Curricular Activities
Policy, Procedures, Standards
General
Activities Files
Financial Assistance
Policy, Procedures, Standards
General
Scholarships, Awards and Bursary Files
Applications Files (RRSDA 1999-048)
Orientation
Policy, Procedures, Standards
General
Orientation Files
Recruitment
Policy, Procedures, Standards
General
Enrollment Files
Student Files
Policy, Procedures, Standards
General
Undergraduate Students (RRSDA 1999-016)
Masters Students
Doctoral Students
Other Students
Transfer Credits
Policy, Procedures, Standards
General
Credit Equivalencies Files
Transfer Credit Files

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Scope notes

Student Services and Records (General)
Use for records relating to student services and records in general but which do not fall under any other primary in this subject heading. Note that the secondaries "Policy, Procedures, Standards," "General," "Planning," "Reports and Statistics," "Special Projects," and "Reference and Information Files" can also be attached to any other primary if needed. See How to Use the Model Classification Plan for more details regarding generic secondaries.
Academic Advising
Use for records relating to student academic advising.
Admissions
Use for records relating to student admissions to the department. Records of unsuccessful applicants are scheduled under RRSDA 1999-007.
Change of Personal Information Forms
Use for records relating to routine changes of personal information (e.g. address or name). For formal requests for a correction of personal information made under the FOI/POP Act, file under Records and Information Management - Freedom of Information and Protection of Privacy Act.
Course Add-Drop Forms
Use for records relating to processing student requests to add or drop courses.
Enrolment
Use for reports and other records relating to student enrollment.
Extra-Curricular Activities
Use for records relating to extra-curricular student activities organized by the department.
Financial Assistance
Use for records relating to scholarships, awards and bursaries offered by the department. Keep information about the awards separate from annual student applications. Application files are scheduled under RRSDA 1999-048.
Orientation
Use for records relating to student orientation sessions organized by the department.
Recruitment
Use for records relating to the recruitment of potential students to the department.
Student Files
Use for records documenting individual students' academic history. Do not file student employment history on the Student File; use the appropriate Human Resources - Personnel file. Keep files of undergraduate, masters and doctoral students separate. Within each block, keep files of current, withdrawn and completed students separate. Undergraduate student files are scheduled under RRSDA 1999-016. All other closed student files should be sent to the URC pending scheduling.
Transfer Credits
Use for records relating to establishing transfer credit equivalences between institutions and for processing student requests for transfer credit.

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Page created May 22, 2001