April 18, 2008 1

iContentDocument Management

Student HRPAY Finance

Other

April 18, 2008 2

Student File Cabinets

Special Ed Conf

Student

Student Assessment

Student Conf

Student Health Conf

Student Parent Forms

Student Home School

Student Pre School

April 18, 2008 3

Special Ed Conf File Cabinet

Special Ed Conf

Assessments/Evaluation

Due Process Forms

Individual Education Plan

April 18, 2008 4

Student File Cabinet

Student

Authorization for Release

Cumulative File

Emergency Information

Enrollment

Immunization

Perm Record

Plans

Progress Report

Transcript

April 18, 2008 5

Student Assessment File Cabinet

Student Assessment

Standardized Test Results

April 18, 2008 6

Student Conf File Cabinet

Student Conf

Court Orders

Discipline

Investigation

Suspension/Explusion

Truancy Reports

April 18, 2008 7

Student Health Conf File Cabinet

Student Health Conf

Health Records

Nurse Notes

Accident Report

April 18, 2008 8

Student Home School File Cabinet

Student Home School

Other

Homeschool Records

April 18, 2008 9

Student Parent Forms File Cabinet

Student Parent Forms

Activities

Policy Agreements

Release Restrict

April 18, 2008 10

Student Pre School File Cabinet

Student Pre School

Screening

Other

April 18, 2008 11

HRPAY File Cabinets

Employee Services

Employee Services Conf

HRPAY

Labor Relations

Labor Relations Conf

Insurance

April 18, 2008 12

Employee Services File Cabinet

Employee Services

Contracts and Assignments

Hired – Employment Application

Leave of Absence

License and Certifications

Not Hired – Employment Application

Performance

Personnel File

Recruitment Records

Training Records

Unemployment Claims/Compensation

April 18, 2008 13

Employee Services Conf File Cabinet

Employee Services Conf

Background Check

I-9

Separation Agreements

Employment Records

April 18, 2008 14

HRPAY File Cabinet

HRPAY

BenefitsCafeteria Plan RecordsGarnishmentsGrievanceInsurance Payroll Change FormLeave of AbsencePERAPersonnel FileRetirement Remittance ReportSalary DeductionStop PaymentTax Sheltered Annuity – AuthorizationTime SheetsVoluntary WithholdingsW-2W-4Worker’s Comp

…

April 18, 2008 15

Insurance File Cabinet

Insurance

Cafeteria Plan Records

Employee Medical Records

Employee Medical Training

Injury Claim

Insurance Enrollment

Insurance Group Master

Leave of Absence

Long Term Disability

OSHA – Accident Report

OSHA – Citations of Penalty

OSHA – Employee Exposure Records

Tax Sheltered Annuity

Worker’s Comp

April 18, 2008 16

Labor Relations File Cabinet

Labor Relations

Arbitration Decisions

Bureau of Mediation

Fair Labor Standards

Grievance

Group Compensation

Labor Contracts

Labor Union Disputes

Leave of Absence

Mediations

Negotiations

Pay Equity

April 18, 2008 17

Labor Relations Conf File Cabinet

Labor Relations Conf

Deficiency Reports

Discrimination Claim Records

Investigations

April 18, 2008 18

Finance Cabinets

Finance

Finance AP

Finance AP Conf

Finance AR

Finance Budget

Finance Common Documents

Finance Conf

Finance GL

Finance Purchasing

Financial Reports

April 18, 2008 19

Finance File Cabinet

Finance

Bond Issues – Official Statements

Bonds and Coupons

Building and Land

County Auditor Statements

Insurance Documents

Inventory

Leases/Agreements

Levies

Property Appraisals

April 18, 2008 20

Finance AP File Cabinet

Finance AP

1099CheckCheck RegisterCheck Request FormCredit MemoExpense AdjustmentInvoicePetty Cash Receipt TransmittalPetty Cash ReceiptsStudent ActivityTravel/Expense ReimbursementVoucher Request FormW-9

April 18, 2008 21

Finance AP Conf File Cabinet

Finance AP Conf

Credit Cards

PCards

April 18, 2008 22

Finance AR File Cabinet

Finance AR

County

Federal Aid

Food Service Receipts

General Receipts

Grant

Invoicing (Billing)

State Aid

Student Activity

April 18, 2008 23

Finance Budget File Cabinet

Finance Budget

Budget Amendments

Working Documents

April 18, 2008 24

Finance Common Documents File Cabinet

Finance Common Documents

Monthly Financial Reports

Temporary

April 18, 2008 25

Finance Conf File Cabinet

Finance Conf

Audit Findings

Non Conforming Bid Notes

Correspondence

April 18, 2008 26

Finance GL File Cabinet

Finance GL

Journal Entries

Bank Statements Reconciliation’s

Grant Applications

Grant Award

Reclass/Corrections

April 18, 2008 27

Finance Purchasing File Cabinet

Finance Purchasing

Bid ResponseContractsPacking Slip/Bill of LadingPurchase OrderQuote ResponseReceiverRequisitionRFB Bid DocumentRFQ Quote DocumentRMAShort/Damage ReportWarehouse RequisitionWarehouse Return Auth

April 18, 2008 28

Financial Reports File Cabinet

Financial Reports

Transportation Annual Reports

Year-End Financial Report

April 18, 2008 29

Other File Cabinets

Common Documents

April 18, 2008 30

Common Documents File Cabinet

Common Documents

Budget Reports

Audit Reports

Calendars

Handbooks

Job Descriptions