Retention of Records Policy - Library

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Type of Admin Record Minimum Retention Period Derivation Finalactiondata set, statistical returnsto DH, patient activity)Subject access requests 3 years after last action Destroy(DPA and AHR)– recordsunderof requestsconfidentialconditionsCodeNSurgical appliances formsAP1, 2, 3 and 42 years from completion ofauditDestroyunderconfidentialconditionsSTime sheets 6 months DestroyunderconfidentialconditionsC8.3. Estates and EngineeringType of EstatesRecordBuildings and engineeringworks, including majorprojects abandoned ordeferred – key records (egfinal accounts, surveys,site plans, bills ofquantities)Buildings and engineeringworks, including majorMinimum Retention Period Derivation FinalactionCode30 years See note 1 C30 years See note 1 C.Page 42 of 57
Type of EstatesRecordprojects abandoned ordeferred – town andcountry planning mattersand all formal contractdocuments (eg executedagreements,conditions of contract,specifications, ‘as built’record drawings,documents on theappointment andconditions of engagementof private buildings andengineering consultants)Buildings – papers relatingto occupation of thebuilding (but not healthand safety information)Minimum Retention Period Derivation Finalaction3 years after occupation ceases Construction DesignManagement Regulations 1994DestroyunderconfidentialconditionsCodeSDeeds of titleDrawings – plans andbuildings (architect signed,not copies)Engineering works – plansand building recordsEquipment – records ofnon-fixed equipment,including specification, testRetain while the organisation has ownership of thebuilding unless a Land Registry certificate has beenissued, in which case the deeds should be placed in anarchiveIf there is no Land Registry certificate, the deeds shouldpass on with the sale of the buildingSee note 1 CLifetime of the building to which they relate See note 1 CLifetime of the building to which they relate See note 1 C11 years Consumer Protection Act1987DestroyunderconfidentialN.Page 43 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 41: Type of Admin Record Minimum Retent
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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