Purpose: This section will provide information regarding worker responsibilities for the maintenance, retention, and documentation of case files.

Current Policy Effective Date: November 1, 2015

Date Last Reviewed: November 9, 2015

Previous Policy: January 1, 2007

POL M408: CASE FILE MAINTENANCE

1. Record Narratives

Narratives should be documented, in a case note on WES, every time an action is taken on the case. Refer to Section M408A .

2. Review Case Files Annually

Determine which records qualify for disposition or need to be purged.

3. Maintain File Records

File maintenance responsibilities include the following:

Purging Case Files. Archiving Case Files. Refer to Section M408B.