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Staff Records
Record Type Retention starts Retention period Action at end of Notes
retention
Exposure monitoring Monitoring ceases 40 years/ 5 years from A) Where the record is representative of the
information date of last entry personal exposures of identifiable
employees, for at least 40 years or B) In any
other case, for at least 5 years
Occupational Health Staff member leaves 6 years or until 75th Review and if no longer 75 years for staff member under surveillance
Reports Birthday needed destroy
Staff training records Creation 6 years or until 75th Review and if no longer 10 years for statutory/ mandatory training.
Birthday needed destroy
Finance
Record Type Retention starts Retention period Action at end of Notes
retention
Accounts Close of financial year 3 years Review and if no longer
needed destroy
Donations Close of financial year 6 years Review and if no longer
needed destroy
Expenses Close of financial year 6 years Review and if no longer
needed destroy
Delivering Quality Services – Information Governance Guidance 7
