Client Case Files
Arranged By:
Chronological/Alphabetical
Application Number:
89-26
Item Number:
140.01
Purpose:
This file series represents the counseling contacts and sessions provided by the Office of Counseling and Student Development for assisting students in coping with the intellectual and emotional rigors stemming from academic endeavors. The files contain intake forms, case notes, personal data forms, information release forms, Termination of Counseling forms, and career/psychological testing materials (when applicable). (The seven year retention period recommended for this series is based on current and past reference rates and the consideration to retain the files long enough for covering any potential litigation retrievals.).
Procedure:
Retain in office for seven (7) years following the date of the final entry in case file(s), then dispose of provided all audits have been completed under the supervision of the Auditor General, if necessary, and no litigation is pending or anticipated.
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