Managing Transitory Records
- What Does "Until No Longer Needed for Agency Business" Mean?
- Why Isn't There Just One "Transitory" Records Series?
Examples of Common Records with Minimal Retention
- Basic informational messages (such as "Please call", "Running 10 minutes late", etc.)
- Business cards and others' contact information
- Drafting/editing notes such as handwritten annotations / notes, track changes, information / comments in Microsoft Word, etc.
- Duplicate copies
- Electronic records created solely for printing, such as signs, mailing labels, etc.
- Email delivery / read receipts
- Emails notifying staff of weather / traffic conditions or social gatherings (such as potlucks, agency sports teams, etc.)
- Extra copies of blank forms or publications
- Information received from an external source which requires no action (such as bulletins, notices, newsletters, etc.)
- Internet browsing history, cache / temporary files, cookies, etc.
- Mailing lists and email distribution lists
- Meeting scheduling (provided the calendar is retained)
- Microsoft Word versions of letters / correspondence used to print the hard copy that gets signed, where either the hardcopy or scanned copy of the signed version is retained
- Notes taken in brainstorming sessions and meetings
- Out-of-office email notices
- Reference materials (such as news clippings, published articles, etc.)
- Requests for basic information (such as business hours, driving directions, web address, etc.)
- Rough / working notes that have been written up into a more formal record
- Routing slips
- To-do lists
- Unsolicited information (such as junk mail, spam, advertisements, etc.)
- Workflow notifications
Last Updated: August 2026