_________________________________________________________ 5-13-01 ELECTRONIC MAIL First effective: 1993/06/07 Last revised: 1995/06/06 __________________________________________________________ GENERAL Define recorded information management requirements for electronic mail. AUTHORITY Document Disposal Act (RSBC 1996, c. 99). Treasury Board, General Management Operating Policy, chapter 8.3. Administrative Records Classification System, Records Schedules for Special Categories of Records, Schedule 102903 "Electronic Mail Records." APPLICABILITY All offices covered by the Document Disposal Act. POLICY 1. ELECTRONIC MAIL 1.1 Electronic mail is defined as messages sent and received electronically between terminals linked by telephone lines or microwave relays. Attachments to electronic messages (including electronic attachments, transmission history, etc.) are an integral part of electronic mail. 2. ELECTRONIC MAIL IS A GOVERNMENT RECORD The Interpretation Act contains a definition of a record which includes information which is stored electronically. Electronic mail sent or received by government equipment is a government record. Electronic mail is subject to the same management controls as other government records including the disposition requirements of the Document Disposal Act and the retention periods in approved records schedules (including the special schedules published in the Administrative Records Classification System (ARCS)). Information held in government electronic mail systems may be subject to a request for information under the Freedom of Information and Protection of Privacy Act (RSBC 1996, c. 165). Electronic mail is covered by the policies and procedures of the Government's recorded information management program (see British Columbia Archives (BC Archives), Records and Information Management Manual). 2.1. Records of Value Electronic mail which is required for ongoing legal, fiscal, audit, administrative or operational purposes must be converted to the most suitable storage medium for retention (e.g., bond paper, microform or electronic format). These materials must be classified and scheduled according to ARCS or ORCS (Operational Records Classification System). They are not classified as transitory records. 2.2. Transitory Electronic Mail An electronic mail record which meets the criteria for transitory records and which is no longer required may be destroyed in accordance with the special records schedules for transitory records. In brief, a transitory record can be recognized by the fact that it is only needed for a limited period of time in order to complete a routine action or prepare a subsequent record. Because of this, transitory records are not integrated with other records. For a more complete description of transitory records, see special schedules 102901 and 102902 published in the ARCS manual and BC Archives policy 5.3/01 "Short Guideline on Government Records." 3. RESPONSIBILITY FOR MANAGING ELECTRONIC MAIL 3.1 Ministries and public bodies subject to the Document Disposal Act must establish policies, standards and procedures approved by their executive that will ensure that electronic messaging systems are used effectively for government business. 3.2 Ministry Records Officers and Corporate Records Officers for each ministry or public body subject to the Document Disposal Act must ensure that staff are aware that information residing on electronic mail systems constitutes a government record and must be managed as such. 3.3 The BC Archives provides central support for the coordination of all recorded information management functions associated with electronic mail. Inquiries should be directed to the Ministry Records Officer or Corporate Records Officer who will, if necessary, contact BC Archives. 3.4 Public servants must use appropriate language, style, and subject matter when writing electronic mail, realizing that such messages may not be secure or confidential. Messages sent, received or stored are available for review by an authorized representative of the Government. 3.5 Both the sender and recipient of non-transitory electronic mail are responsible for printing a hardcopy of the transmission or otherwise ensuring that it is retained according to approved records schedules. 3.6 Where information not in the hardcopy record is crucial to understanding the details of the time, date and distribution of the electronic mail message, this information must be appended to or annotated on the record when it is copied to paper, microform or electronic format. 3.7 All electronic messages which are not transitory records must be classified with a primary and secondary number from ARCS or ORCS to provide for the orderly filing, maintenance, protection and preservation of records of more enduring value. 4. BACKUP COPIES OF ELECTRONIC MAIL SYSTEMS Policies and procedures must be established so that electronic mail information may be restored should the original be damaged. These "backups" must not include transitory records which have been properly deleted by the user into a "wastebasket" as this increases the liability of government to provide for the storage of and access to records which are not required and which should have been legally destroyed. 5. FURTHER INFORMATION Consult your ministry or agency records officer if you have questions about this policy or need additional information. END OF POLICY