Records Retention Schedule

What records to keep, how long, where — categorised across participant, worker, business.

Different records have different legal retention requirements. Keeping things too long creates privacy risk; disposing too early creates audit and legal risk. This schedule lists the records an NDIS provider holds, the minimum period each must be retained, and the source of the obligation.

Categorised across participant records, worker records, and business records. Plus a section on how to dispose of records securely.

What's included

• Editable 5-page retention schedule (Word .docx)
• Participant records section (10 record types)
• Worker records section (9 record types)
• Business records section (9 record types)
• Secure disposal procedures
• Cross-reference to Document Control Register

FAQs

Q. Are the retention periods state-specific?
A. Mostly federal, but some state regulations differ. Where they do, retain for the LONGER period. State-specific notes flagged.

Q. Format?
A. Editable Word (.docx).

Q. Affiliated with NDIS Commission?
A. No. Independent.

Q. Refund policy?
A. Non-refundable once accessed.

Format: Single .docx (5 pages)

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.