6 years after Staff Records & Place of Deposit should be the staff Please see page 36 for an example of a Staff Occupational Staff Record Summary 75th Birthday offered for continued member Record Summary used by an organisation. Health retention or Destroy leaves Staff Records & Timesheets (original Review and if no longer Occupational Creation 2 record) needed destroy Health Records of significant training must be kept 75th birthday or 6 years after the staff member leaves. It can be difficult to categorise staff training records as significant as this can depend upon the staff member’s role. The IGA Records & Review and consider recommends: 1 Clinical training records - to be Occupational Training records Creation See Notes transfer to a of Deposit retained until 75th birthday or six years after Health the staff member leaves, whichever is the longer2 Statutory and mandatory training records - to be kept for ten years after training completed3Other training records - keep for six years after training completed. Contracts sealed or End of Review and if no longer Procurement 6 years unsealed contract needed destroy Contracts - financial End of Review and if no longer Procurement 15 years approval files contract needed destroy
Staff Records & Occupational Health Staff Record Summary 6 years after the staff member leaves 75th Birthday Place of Deposit should be offered for continued retention or Destroy Please see page 36 for an example of a Staff Record Summary used by an organisation. Staff Records & Occupational Health Timesheets (original record) Creation 2 Review and if no longer needed destroy Records & Occupational Health Training records Creation See Notes Review and consider transfer to a of Deposit Records of significant training must be kept 75th birthday or 6 years after the staff member leaves. It can be difficult to categorise staff training records as significant as this can depend upon the staff member’s role. The IGA recommends: 1 Clinical training records - to be retained until 75th birthday or six years after the staff member leaves, whichever is the longer2 Statutory and mandatory training records - to be kept for ten years after training completed3Other training records - keep for six years after training completed. Procurement Contracts sealed or unsealed End of contract 6 years Review and if no longer needed destroy Procurement Contracts - financial approval files End of contract 15 years Review and if no longer needed destroy
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