Accurate assessment of the value of records also requires an understanding of the
recordkeeping process which generated the records. For each series covered by the appraisal, check Archway to see if the series has been registered. If so, copy and paste into the following fields, updating where necessary. If not, please provide the following information and an assessment of the specific value of the records, judged using the disposal criteria selected for this appraisal (see section 7). There must also be sufficient descriptive and evaluative detail to support the disposal recommendations.

Title: a meaningful name for the series.

Start date: the year the series was created. Leave blank if unknown.

End date or ongoing: the year the series ceased to operate or whether it is ongoing. Leave blank if unknown.

Legislation: note any relevant legislation to this recordkeeping process.

Related records: note any other series this one has controlled, been controlled by, and/or succeeded/was succeeded by. Also check Archway for similar relationships. For example a series of registers may control another series of files and be controlled itself by another series of indexes.

System of arrangement: how the records are arranged, such as numerically,
alphabetically, colour-coded by business group, etc. Note whether this has changed over time, for example whether the records have been top-numbered, how, and when.

Format: this can be a description of the physical nature of the records, such as split pin files, microfiche, mixed format (including flat plans) etc., or the technical description of the software and file formats of a digital system.

Description: a description of the records, including their function and purpose, i.e. the reason they were created and used. Summarise the informational content of the series.

Precedent: have there been any previous transfers or destructions of other records within the series (see section 6 Relevant Precedent)? If so, please include a reference to the relevant disposal authority.

Access recommendations: are there any records within this series that may contain commercially sensitive or personal details? Note any specific issues relating to access.

Value: an assessment of the specific value of the series, judged using the disposal
criteria selected for this appraisal (see section 7). Give specific retention or destruction recommendations, as below.

Recommended for retention as public archives: the specific evaluative criteria (taken from section 7) for the recommendation for permanent retention of individual records within this series. Provide specific examples of records to support these.

Recommended for destruction: the specific evaluative criteria (taken from section 7) for the recommendation for destruction of individual records within this series. Provide specific examples of records to support these.

Quantity to retain: the amount or percentage of records recommended for retention as archives.

Quantity to destroy: the amount or percentage of records recommended for
destruction.

Replicate the information above as often as required where the appraisal covers more than one series.