Corporate Records Management Branch

738 - COMPUTERS - SOFTWARE

Records relating to the procurement of commercial computer software (i.e., word processing, database management systems, spreadsheets, etc.), including justification, software evaluations, user specifications, issue, maintenance and repairs.  Includes research files, history files, problem and maintenance files, etc.

For asset control and disposal, see primaries 705 (asset control and inventories) and 740 (disposal surplus).
For catalogues, manuals, price lists, and letters of offer, see primary 703.
For computer hardware, see primary 737.
For computer supplies, see primary 855.
For development of computer applications, see primaries 6450 (projects), 6820 (applications), and 6840 (change management).
For maintenance contracts, see primary 1080.
For purchase orders, see primaries 830 (emergency purchase orders), 835 (Corporate Procurement Solutions requisitions), and 850 (standing offer agreements).
For word processing services, see primary 393.

The ministry OPR is (Computing Services Branch or equivalent) unless otherwise specified below.

non-OPR NOTE: Offices will retain non-OPR copies of records for: SO nil DE

Primary- Secondary	Records Series		OPR				PIB/PUR
			A	SA	FD
738-00	Policy and procedures		SO	5y	DE
738-01	General		FY+1y	nil	DE
738-20	Software research files (arrange by product name and release number)		SO	nil	DE
738-25	Software history files (includes software licensing agreements) (arrange by product name and release number) NOTE:  These files include software distribution and update records. NOTE:  Records pertaining to operating system and other software required to operate hardware may be classified on the related hardware history file (see secondary 737-25). SO = upon disposal of software		SO+1y	nil	DE
738-30	Software problems and maintenance (arrange by product name and release number) NOTE:  This secondary contains correspondence and complaints related to specific software manufacturers.		FY+1y	nil	DE