Retention and disposal schedules - Forestcare retention schedule

Equipment

Maintenance records

• Description: Records relating to the maintenance of equipment
• Retention period: 7 years after last modified
• Action: review
• Reasoning: business requirement
• Personal data: yes
• Special category data: no

Finance

Financial records

• Description: Records relating to finance operations including invoices and supplier information
• Retention period: 6 years after last modified
• Action: delete
• Reasoning: HM Revenue and Customs Compliance Handbook manual CH15400
• Personal data: yes
• Special category data: no

Operational

Disaster recovery plans

• Description: Disaster recovery information for the service
• Retention period: 1 year after last modified
• Action: review
• Reasoning: Technology Enabled Care Services Association (TSA) requirement
• Personal data: yes
• Special category data: no

Assessments, advice and letters

• Description: includes service level agreements, care plans and reviews
• Retention period: 1 year after service ended
• Action: delete
• Reasoning: TSA requirement
• Personal data: yes
• Special category data: yes

Monitoring - archived customers

• Description: call monitoring data - archived customers
• Retention period: 1 year after service ended
• Action: delete
• Reasoning: TSA requirement
• Personal data: yes
• Special category data: yes

Monitoring - current customers

• Description: call monitoring data - current customers
• Retention period: review every 4 years
• Action: delete
• Reasoning: business requirement
• Personal data: yes
• Special category data: yes

Guidance and procedures

• Retention period: 6 years after superseded
• Action: delete
• Reasoning: business requirement
• Personal data: no
• Special category data: no

Third party contracts

• Description: service level agreements and agreements with third parties and suppliers
• Retention period: 6 years after last modified
• Action: review
• Reasoning: business requirement
• Personal data: no
• Special category data: no

Staff information

• Description: Human Resources (HR) and manager information
• Retention period: refer to HR retention schedules
• Personal data: yes
• Special category data: yes

Auditing

TSA audits

• Description: audit reports
• Retention period: 6 years after last modified
• Action: delete
• Reasoning: business requirement
• Personal data: no
• Special category data: no

Care Quality Commission audits

• Description: audit reports
• Retention period: 6 years after last modified
• Action: delete
• Reasoning: business requirement
• Personal data: no
• Special category data: no