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The following cites minimum recommendations for preserving legacy data for all districts served by an Information Technology Center (ITC) when Classic State Software is retired. This list contains the names of reports a small subcommittee – formed specifically for this purpose in September 2019 – believes should be archived in Portable Document Format (PDF) and made available to districts in a manner chosen by each ITC. Members of this subcommittee included Matt Calmes, Jeff Culwell, Jill Griffith, Mary Meyers and Rhonda Zimmerly. All have deep expertise with Classic State Software. Some also have extensive experience with the underlying OpenVMS operating system and additional software applications that reside on it. 

An open comment period will be held between 12-19-19 and 1-29-20 to solicit feedback on these recommendations. To comment please log in to the Wiki and provide feedback using the comment box below. If you need a log-in or have logged in and cannot see the comment box please submit a ticket to the SSDT

Reports Resource Additional ContentFunctions/ Use CasesAdditional Recommendations/Caveats
Payroll PAYROLL CDhttps://wiki.ssdt-ohio.org/x/9QYZPayrollReview for any gaps and regenerate if necessary. Keep all available.

MONTHLY CDhttps://wiki.ssdt-ohio.org/x/YgQZAccountingReview for any gaps and regenerate if necessary. Keep all available.

FISCAL CDhttps://wiki.ssdt-ohio.org/x/eAQZ
Review for any gaps and regenerate if necessary. Keep all available.

EIS CDhttps://wiki.ssdt-ohio.org/x/mQMZInventoryReview for any gaps and regenerate if necessary. Keep all available.
ABS 101PAYROLL CDhttps://wiki.ssdt-ohio.org/x/9QYZAttendanceWas available in Payroll CD in 2004. Keep all available.
STRS ADPAYROLL CD
STRSKeep all available. 
W2 MastW2 Mast
Sent to Feds and StateMaster back six years.
W2sPAYROLL CDCan generate from Payroll CDPersonal W2s Go back six years.
W2 CCAW2 CCA
Similar to RITAGo back six years.
1099 Files1099 Submission Files
1099 wages, salaries, and tipsGo back six years.
Calendar ReportCALRPT

This report is not in the PAYCD and would be useful/needed to verify contract or attendance days. The ABS101 has the absence but not attendance (for regular employees) so if someone was looking for attendance the only way to verify would be to look at the calendar. Keep all available. 
Job HistoryJOBHIS

Need to preserve Job History. Keep all available.
Workman's CompWork Comp and Work Comp1 filesWork Comp and Work Comp1 filesUsed to calc district workers comp liability; Calc FY payables on wages paid since Jan. but no paid out. Not sure if ever asked to go back to these files. Only current.No need to preserve beyond current year. 
RITARITA Submission Files

Go back six years.
City TaxCity Tax Submission Files

Go back six years.
EMISEMISPer diem and excess costs (only ones not in data collector)EMIS preservationGo back seven years; in data collector after 2015. Districts would have to download any report they wish to preserve. Be sure to include per diem and excess costs.
Accounts ReceivableARF's ARTRAN and ARDETLARF's ARTRAN and ARDETL
Keep all available. Data from these are part of the Redesign extract/export. Reports should be run. 
Recommendation is to preserve this data for all districts served by the ITC. Need to consider districts that have ceased to exist.
SystemDescriptionRecommendation
Classic IPDP Program in OECN menu (NOTE: This is not the LPDC/IPDP application found in Kiosk)Standalone IPDP Program in ClassicThis application will be completely retired when Classic is sunset in December 2022. Extracts are available. Please contact support if assistance is needed. 
Distribution Lists/UMPEmail distribution listsNo need to maintain this information after retirement of Classic. Must be migrated prior to retirement.
INFOhioLibrary automation systemNo need to maintain this information after retirement of Classic. Option to use Solaris server instead of Open VMS coming soon (cited on 12-16-19)
Email
No need to maintain this information after retirement of Classic. Must be migrated prior to retirement.
Poise/SISStudent Information System DataData should be preserved in PDF in perpetuity (i.e., transcripts). Ultimate responsibility rests with district. 
Vehicle Information System (VIS)Standalone program intended to hold vehicle informationThis application will be completely retired when Classic is sunset in December 2022.

Recommendation is for each ITC to review these systems before Classic is retired/sunset in December 2022.
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