Email Management : Guidelines & Policies
Are email messages considered public records?
At UNC, yes, with exception of personal email. Personal email is
not a public record and should be deleted as soon as possible from
the users email system.

What are public records?
At UNC, all paper and electronic documents (including reports,
letters and email) created, processed, or maintained on state time
at state expense, are considered public records.

What should I know about the NC Public Records
Law?
University employees need to know that there is a state law, http://www.ah.dcr.state.nc.us/sections/archives/rec/publrecd.htm,
governing their actions with regard to public records, and they
should be familiar with its basic concepts. They should also be
aware that they are not permitted to destroy any public record not
listed in their department's approved records retention schedule.
(For help in determining appropriate retention periods or in locating
your office's approved records retention and disposition schedule,
contact the Records Service Coordinator at 962-6402)

What are records series and how do they relate
to email?
A records series is a group of identical or related records that
are normally used and filed as a unit, and that permit evaluation
as a unit for retention scheduling purposes. A retention schedule
is a comprehensive list of records series titles, indicating for
each series the length of time it is to be maintained. Email is
not a records series, but rather a means of transmission of information,
so its retention and disposition depends on the function and content
of the individual message.

How do I know when an email is a record?
Electronic mail created and received by University employees during
the course of business are University records, and should have the
same retention as similar paper based records with a few exceptions.
Unwanted or unneeded junk mail (spam) and personal messages are
not University records and should be routinely identified, separated,
and removed from the email system. Such email may be considered
a nonrecord.

What do I do with emails that are considered
records?
Messages with short term value (only needed for a limited time
or purpose) should be deleted and purged once their purpose has
concluded. Such messages include:
- those distributed to a number of staff for information only,
such as news bulletins, circulars, meeting notices, copies of
extracts of documents;
drafts
- those created solely as part of preparation for other records;
personal messages and announcements not work related;
junk mail.
Messages with continuing value, such as those that document administrative
decision-making, committee, faculty, and campus activities, should
be retained in paper or electronic copy until no longer administratively
useful, and then transferred to the University Archives. Electronic
copies can be deleted if paper copies are maintained. Examples of
messages that may have continuing value are those which :
- approve or authorize actions or expenditures;
- are formal communications between staff, such as correspondence
or memoranda relating to official business;
- signify a policy change or development;
- create a precedent, such as messages issuing instructions or
advice;
- relate to the substantive business of the work unit or University;
- involve negotiations on behalf of the University;
- have value for other people or the work unit as a whole.
Faculty correspondence, research data, and external scholarly communications
which are not of an administrative nature may still have significant
archival value. Electronic copies may be deleted if paper copies
are maintained.
Messages whose loss would pose a significant fiscal, legal, or
administrative risk to the university if they could not be accessed
or read should not be deleted unless retained in an acceptable paper
format.

How can email be considered an authentic record?
Response Coming Soon...

Are email records handled differently than
paper?
Email should be managed by its content, not its format. Whether
or not you keep an email message depends on its value, subject,
and function.
If email records are retained in electronic format, they should
be managed much the same as paper records. See "Managing
Email" FAQs for further guidance on this topic.

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