Reference Number: 
CTAS-2075

APPENDIX F

Records Inventory Worksheet

 

Records Inventory Worksheet

County, City, Town, etc

Number

 

 

1. Department

Division

Section

 

 

 

2. Name and title of officer immediately responsible for series

4. Series number

 

 

5. Description of records series (content, purpose, by whom created, form numbers, etc.)

 

6. Earliest date/Latest Date

7. Records still being created?

8. Annual accumulation?

 

 

Yes ___

 

No ___

 

Cubic feet _______

9. Arrangement

 

Alphabetic by _____________________

 

Numeric by ______________

 

Other ___________________

10. Reference frequency (check, insert number, circle appropriate words)

 

______ times daily, weekly, monthly, annually for ____ months, years

 

Never after _________

11. If there are other copies of these records, including microfilm, identify them:

 

12. Relationship to other records series (indexed, summarized, listed, etc.)

 

13. Location of records (building, room, file section, etc.)

14. Volume

 

 

Cubic feet ______

15. Size and format of record

16. Type and quantity of file equipment occupied

 

 

17. Statutory or state archival requirements for retention

 

18. Suggested retention period with justification

 

19. Additional comments

 

20. Inventory taken by and date

Reviewed by and date

 

 

22. Appraisal

Confirms suggested retention period or

Substitutes the following:

 

 

23. Department head and date

24. Records Officer and date

 

 

25. Other local authority and date

26. State Archivist and date