Retention of Records Policy - Library

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Type of Admin Record Minimum Retention Period Derivation Finalactionmanagement are not covered – 30 yearsunderconfidentialconditionsLaundry lists and receipts 2 years from completion of audit DestroyunderconfidentialconditionsLibrary registration forms 2 years after registration Destroy NLitigation dossiers(complaints includingaccident/incident reports)Records/documentsrelating to any form oflitigation10 yearsWhere a legal action has commenced, keep as advised bylegal representativesDestroyunderconfidentialconditionsSNManuals – policy andprocedure (administrativeand clinical, strategydocuments)10 years after life of the system (or superseded) to whichthe policies or procedures referPolicydocumentsmay havearchival value– see note 1Maps Lifetime of the organisation See note 1 NMeetings and minutespapers of majorcommittees and subcommittees(mastercopies)30 years See note 1 CMeetings and minutespapers (other, includingreference copies of majorcommittees)Mortgage documents(acquisition transfer anddisposal)2 years Destroyunderconfidentialconditions6 years after repayment See note 1 NNominal rolls 6 years (maximum) Destroy SCodeSNC.Page 38 of 57
Type of Admin Record Minimum Retention Period Derivation FinalactionunderconfidentialconditionsPapers of minor or shortlived2 years after the settlement of the matter to which theyDestroyimportance not relateundercovered elsewhere, eg:confidential– advertising matterconditions– covering letters– reminders_letters making_appointments– anonymous orunintelligible letters– drafts– duplicates of documentsknown to be preservedelsewhere (unless theyhave important minutes onthem)– indices and registerscompiled for temporarypurposes– routine reports– punched cards– other documents thathave ceased to be of valueon settlement of the matterinvolvedPatient information leaflets Lifetime of the organisation See note 1 NPatients’ propertybooks/registers (propertyhanded in for safekeeping)6 years after the end of the financial year in which theproperty was disposed of or 6 years after the register wasclosedNDestroyunderconfidentialconditionsCodeN.Page 39 of 57
Page 1 and 2: POLICY FOR THE RETENTION OF RECORDS
Page 3 and 4: 1. IntroductionThis Policy is one o
Page 5 and 6: • what are the consequences of th
Page 7 and 8: 8.1. Health RecordsType of Health R
Page 9 and 10: Type of Health Record Minimum Reten
Page 25: Type of Health Record Minimum Reten
Page 35 and 36: Type of Admin Record Minimum Retent
Page 37: Type of Admin Record Minimum Retent
Page 41 and 42: Type of Admin Record Minimum Retent
Page 43 and 44: Type of EstatesRecordprojects aband
Page 45 and 46: Type of Estates Minimum Retention P
Page 47 and 48: Type of FinancialRecordMinimum Rete
Page 49 and 50: Type of Financial Minimum Retention
Page 51 and 52: Type of FinancialRecordPositive pre
Page 53 and 54: 8.5 IM&TType of IM&T Record Minimum
Page 55 and 56: Type of Personnel/HR Minimum Retent
Page 57: Type of Purchasing Minimum Retentio

Retention of Records Policy - Library

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