Series Descriptions

Series Title (Agency Series #): Description, Retention (Legal Citation)

Computer System Maintenance Records (MCSO4-001): Computer System Maintenance Records document the maintenance of computer systems and are used to ensure compliance with any warranties or service contracts; schedule regular maintenance and diagnose system or component problems; and document systems backups. Records may include but are not limited to computer equipment inventories, hardware performance reports, component maintenance records (invoices, warranties, maintenance logs, correspondence, maintenance reports, and related records), system backup reports and procedures, and backup tape inventories, and related documentation.
Retention: Records related to system or component repair or service: Retain for the life of the system or component; Records related to records backups: Retain 1 year after superseded or obsolete. (MOAR 166-150-0125(1))

Correspondence: Records that: 1. document communications created or received by an agency AND 2. directly relate to an agency program or agency administration AND 3. are not otherwise specified in the Multnomah County Retention Schedules. Records may include but are not limited to letters, memoranda, notes and electronic messages that communicate formal approvals, directions for action, and information about contracts, purchases, grants, personnel and particular projects or programs.
Retention: File with the associated program or administrative records. Communications not meeting the above criteria do not need to be filed and may be retained as needed. (OAR 166-150-0005(10)) Updated 01/08/2018

Information System Planning And Development Records (MCSO4-005(a) and MCSO4-005(b)): Records document the planning and development of information systems. Although these records typically document computerized information systems, they may also document manual filing systems and microfilm systems. The records are used to insure that planned systems will help the institution fulfill its missions, are cost-effective, conform to adopted information standards, and integrate with existing institution information systems. Records may vary according to the level of documentation required for each system, but may include information technology plans, feasibility studies, cost-benefit analyses, institution studies and surveys, information management project records, system specifications and revisions, software evaluations, component proposals, technical literature, vendor literature and proposals, and correspondence.
Retention: MCSO4-005(a) Implemented systems: Retain life of the system; MCSO4-005(b) Unimplemented systems: Retain 3 years. (MOAR 166-150-0125(8))

Software Management Records (MCSO4-006): Records document the use of software in information systems to insure that institution software packages are compatible, that license and copyright provisions are complied with, and that upgrades are obtained in a timely manner. Records may include but are not limited to software purchase records, software inventories, software licenses, site licenses, and correspondence.
Retention: Retain 2 years after software disposed of or upgraded. (MOAR 166-150-0005(11))

User Support Records (MCSO4-007): Records documenting troubleshooting and problem-solving assistance provided by information systems personnel to users of the systems. Records may include assistance requests, resolution records, and related documentation. Information may include name of requester, date, time, location, and description of problem and resolution.
Retention: Retain 2 years. (MOAR 166-150-0005(13))