HOME > Continuum > Publications > G11
PDF icon. Download G11 PDF (451KB) Get Acrobat Reader.

Guide to Preparing an Appraisal Report for a Continuing Disposal Schedule

9. Description and Evaluation of Classes

Records performing or recording similar functions and having the same retention
period and disposal action can be grouped together and evaluated in disposal classes.  If you are unsure how to describe these classes, contact the Appraisal Section at appraisal@archives.govt.nz for advice.

Each class or group of records should be clearly described to be obviously
distinguishable from others and easily identified for implementing the disposal actions. The discussion and assessment of value is the most important part of the appraisal report, but there must also be sufficient descriptive and evaluative detail to support the disposal recommendations and enable appropriate implementation.

NB: It is recommended that reports accompanying schedules should always include a class number, to link them to the disposal schedule.

Class Title: a meaningful name for the disposal class.

Class number: a sequential number assigned to link the descriptions in this section to the schedule (e.g. 1, 2, 3 etc).

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

Value: an assessment of the specific value of the class, judged using the disposal
criteria selected for this appraisal (see section 8). Give specific retention or destruction recommendations, as below.

Recommended for retention as public archives: the specific evaluative criteria (taken from section 8) for the recommendation for permanent retention of records within this class. Provide specific examples of individual records or groups of records (subseries) within each recordkeeping process (series) this class will apply to.

Recommended for destruction: the specific evaluative criteria (taken from section 8) for the recommendation for destruction of records within this class. Provide specific examples of individual records or groups of records (subseries) within each recordkeeping process (series) this class will apply to.

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 class. 

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

« Previous page Table of contents Next page »
archives logo

Last updated 22 December 2008