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Book acquisition/donation, records management, and TMS assistance (i.e. constituents, crystal reports, or reporting TMS issues.)
Archives
General Records Management Request
Request a records transfer to the archives
Required fields are marked with an asterisk*
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department."}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"00372a18-10be-4feb-809e-48af994a38a8"},"content":[{"type":"text","text":"Plays an essential role in departmental operations, even if not in a leadership position."}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"c55db2b6-439e-44c2-833d-b2cac6cfff03"},"content":[{"type":"text","text":"Has made significant contributions to departmental activities or special projects."}]}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","attrs":{"localId":"f3c669a3-f4b4-409e-84af-22a2cd684f1d"},"content":[{"type":"text","text":"Please ensure you have read the following documents prior to completing this form:","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"24f6565f-87b1-4ece-8528-51cb536f6fab"},"content":[{"type":"text","text":"Records Management - Overview","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/pmaintranet/Library/SitePages/Records%20Management.aspx"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"24f6565f-87b1-4ece-8528-51cb536f6fab"},"content":[{"type":"text","text":"A Guide to Analog Records Management","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/:b:/r/pmaintranet/Library/Records%20Management%20%20Policies%20%20Procedures/A-Guide-Analog-Records-Management.pdf?csf=1&web=1&e=UNWhK8"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"15b6ac6f-5afe-4f84-88c0-bedccb8acc76"},"content":[{"type":"text","text":"A Guide to Digital Records Management (draft version available by email)"}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"d3d11c86-5e77-46b7-81d0-98c15ece5d8c"},"content":[{"type":"text","text":"Record Retention and Disposition Schedules","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/pmaintranet/Library/Shared%20Documents/Forms/AllItems.aspx?viewpath=%2Fpmaintranet%2FLibrary%2FShared%20Documents%2FForms%2FAllItems%2Easpx"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"9a05d38e-0b0a-45c6-9077-01ea47695f31"},"content":[{"type":"text","text":"Glossary","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/:b:/r/pmaintranet/Library/Records%20Management%20%20Policies%20%20Procedures/Glossary.pdf?csf=1&web=1&e=mQ1Gkn"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]}]}]}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":77},"layout":"default","localId":"2585a428-d020-414c-a376-b699482131bd"}}]},{"version":1,"type":"doc","content":[{"type":"paragraph","attrs":{"localId":"175900cd-4ce6-4aa4-977c-bc8c5a6ae8b7"},"content":[{"type":"text","text":"Please read the documents listed above before proceeding. When ready, select “Yes” and fill out the form.","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#ff5630"}}]}]}]},{"version":1,"type":"doc","content":[{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":67},"layout":"default","localId":"84af0e23-623d-4a5f-aa84-700b096217f9"}}]},{"version":1,"type":"doc","content":[{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","attrs":{"localId":"2b57f3c4-670d-4514-8585-1487182c94ba"},"content":[{"type":"text","text":"If an inventory has not yet been completed, please answer the following questions to provide the required information."}]},{"type":"paragraph","attrs":{"localId":"db405893-7f8e-498c-b86c-69f6acc06bf5"},"content":[{"type":"text","text":"To streamline this process in the future, you can complete a record inventory using these templates: "}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"db405893-7f8e-498c-b86c-69f6acc06bf5"},"content":[{"type":"text","text":"Record Transfer Inventory Template","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/:x:/r/pmaintranet/Library/Records%20Management%20%20Policies%20%20Procedures/Record_Transfer_Inventory_Template.xlsx?d=wc46ae61386ad42ac9766910c08139ffb&csf=1&web=1&e=PsEyY3"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]},{"type":"text","text":" ","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]},{"type":"text","text":" "}]}]},{"type":"listItem","content":[{"type":"paragraph","attrs":{"localId":"db405893-7f8e-498c-b86c-69f6acc06bf5"},"content":[{"type":"text","text":"Box Label Template","marks":[{"type":"link","attrs":{"href":"https://philadelphiamuseumofart.sharepoint.com/:w:/r/pmaintranet/Library/Records%20Management%20%20Policies%20%20Procedures/Box-Label-Template.dotx?d=w242a47378ac0438f8a3a596c8444ec64&csf=1&web=1&e=pm8G6g"}},{"type":"strong"},{"type":"textColor","attrs":{"color":"#0747a6"}}]}]}]}]}]},{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":1},"layout":"default","localId":"8cb4cc2f-c134-4d70-8366-68adf6a6ae68"}}]},{"version":1,"type":"doc","content":[{"type":"paragraph","attrs":{"localId":"4c108e33-9f59-4355-93f1-8e2a31dece3d"},"content":[{"type":"text","text":"SHRED OR DELETE PERMANENTLY","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","attrs":{"localId":"b6f0c5d5-4531-4d5e-b61e-d4955a11ff56"},"content":[{"type":"text","text":"Records that document routine, non-essential, and/or personal information are eligible for immediate disposal, especially when they are no longer required for business use."}]},{"type":"paragraph","attrs":{"localId":"81fd0c8f-242d-4e4f-b326-a97e8c05ced8"},"content":[{"type":"text","text":"Note","marks":[{"type":"strong"}]},{"type":"text","text":": Recycling analog (or paper) records may be an option, especially if they do not contain any Personal Identifiable Information (PII). If they contain PII, please drop the records in any of the shredder consoles in the Perelman building."}]}]},{"version":1,"type":"doc","content":[{"type":"extension","attrs":{"extensionKey":"question","extensionType":"com.thinktilt.proforma","parameters":{"id":4},"layout":"default","localId":"5ef5c87b-8eaa-4b1f-ab9d-0409e134bbd7"}}]},{"version":1,"type":"doc","content":[{"type":"paragraph","attrs":{"localId":"95e71770-72d7-4a12-a5cd-0f054faa78c4"},"content":[{"type":"text","text":"SHRED OR DELETE PERMANENTLY","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#ff5630"}}]}]},{"type":"paragraph","attrs":{"localId":"20bfd25f-9ff5-4556-b999-bc1b21ff2789"},"content":[{"type":"text","text":"Records from a non-Capstone position/account that do not document key decisions, events, policies, and other business functions or activities are eligible for immediate disposal, especially when they are no longer required for business purposes or in the event of staff separation."}]},{"type":"paragraph","attrs":{"localId":"cc65b9d2-5d52-44a2-be4c-d17f71f1334f"},"content":[{"type":"text","text":"Note","marks":[{"type":"strong"}]},{"type":"text","text":": Recycling analog (or paper) records may be an option, especially if they do not contain any Personal Identifiable Information (PII). 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