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​Developing a Retention + Disposal Schedule

The development of a functional retention and disposal schedule involves the analysis of business functions and activities, to identify the records created, and determine how long these records need to be kept. Once compiled, a schedule is assessed and authorised by the State Archivist, and can be actioned without further reference to OSA.

Developing a schedule is a major project, so contact OSA to discuss proposed timetables.  OSA will provide guidance to the agency during the drafting of the schedule, including review, advice and commentary via ORDA, our web-based retention and disposal development tool. To access additional information about ORDA, click here.

Additional guidance may be obtained from the following:

  • Appraisal Statement for State records required as State Archives
  • Guideline 2 Retention and disposal of State records
  • Guideline 4 Agency determination of access restrictions
  • Guideline 6 Developing a functional records disposal schedule
  • Advice 2 All about appraisal
  • Advice 13 Writing disposal classes
  • Advice 28 Getting started on the development of an agency functional disposal schedule

To source copies of the Guidelines and Advices referenced above, visit our Projects page and filter the picklist by the "Develop a Disposal Schedule" option.

Agencies will need to complete a Notification of Intention to develop a Retention and Disposal Schedule (template document available here), and submit to