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News

ARTICLE

Date ArticleType
2/12/2019 Member Questions and Answers

Record Retention Schedule

 
QUESTION: Are organizations willing to share their Record Retention Schedule for different types of company records?
 


We produced an SOP with the criteria being researched from our auditors and from the State requirements. We also implemented a color code system when storing records to reflect the destroy date (pink tape) and to reflect permanent records (green tape) and then categorized by departments. This process works well for our company and we purge every year by simply looking at the destroy dates on the boxes.


We received the following samples:
Sample 1 - Record Retention
Sample 2 - Record Retention
Sample 3 - Record Retention
Sample 4 - Record Retention
Sample 5 - Record Retention

 
This information is a compilation of suggestions, ideas, and opinions shared by INARF Members in response to the featured question. This information should not be considered official interpretation or guidance of State or Federal Policy. Additionally, statements within this document do not necessarily reflect an official position or opinion of INARF.

 

 

© Indiana Association of Rehabilitation Facilities, Inc. (INARF)
    615 North Alabama Street, Suite 410, Indianapolis, IN 46204
    (t) 317-634-4957 / We'd like to hear from you! 
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  • About Us
    • About Us
    • Staff
    • Board of Directors
    • Awards & Recognition
  • Membership
    • Member Login
    • Membership >
      • Associate Member Directory
      • Organizational Member Directory
    • Member Benefits & Inquiries
    • Corporate Committees
  • Events & Trainings
    • INARF Event Calendar
    • INARF 2025 Upcoming Events
    • INARF 2024 Annual Conference >
      • Annual Awards >
        • Annual Awards Nominees
    • INARF Leadership Academy
    • INARF Conference for DSPs
    • INARF Training Opportunities
    • INARF Nursing Resources
    • Submit a Presentation
    • We'd Like to Hear From You!
  • Resources
    • Job Board
    • Technical Assistance >
      • Compliance
      • Waiver Services
      • ICF/MR – Group Homes
      • Electronic Visit Verification
      • Vocational Rehabilitation
  • Government Affairs
    • INARF PAC
    • Government Affairs
    • Statehouse News