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Event and Transaction Records

Record Type Retention starts Retention period Action at end of Notes
retention

Clinical Audit Creation 5 years Review and if no longer
needed destroy

Clinical Diaries End of the year to which 2 years Review and if no longer Diaries of clinical activity & visits must be
they relate needed destroy written up and transferred to the main
patient file. If this information is not
transferred retain diary for 8 years.

Clinical Protocols Creation 25 years Review and consider Clinical protocols may have archival value.
transfer to place of They may also be routinely captured in
deposit. clinical governance meetings which may
form part of the permanent record (see
Corporate Records).

Equipment Decommissioning of the 11 years Review and if no longer
Maintenance logs equipment needed destroy

Referrals not accepted Date of rejection 2 years as an Review and if no longer
ephemeral record needed destroy

Ward handover sheet Date of handover 2 years Review and if no longer This retention refers to the ward. Individual
needed destroy staff sheets must be confidentiality
destroyed at end of each shift.

Delivering Quality Services – Information Governance Guidance 3