{"product_id":"records-retention-schedule","title":"Records Retention Schedule","description":"\u003cp\u003e\u003cstrong\u003eWhat records to keep, how long, where — categorised across participant, worker, business.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eDifferent 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.\u003c\/p\u003e\n\u003cp\u003eCategorised across participant records, worker records, and business records. Plus a section on how to dispose of records securely.\u003c\/p\u003e\n\u003ch3\u003eWhat's included\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eEditable 5-page retention schedule (Word .docx)\u003c\/li\u003e\n  \u003cli\u003eParticipant records section (10 record types)\u003c\/li\u003e\n  \u003cli\u003eWorker records section (9 record types)\u003c\/li\u003e\n  \u003cli\u003eBusiness records section (9 record types)\u003c\/li\u003e\n  \u003cli\u003eSecure disposal procedures\u003c\/li\u003e\n  \u003cli\u003eCross-reference to Document Control Register\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eFAQs\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eQ. Are the retention periods state-specific?\u003c\/strong\u003e\u003cbr\u003eA. Mostly federal, but some state regulations differ. Where they do, retain for the LONGER period. State-specific notes flagged.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eQ. Format?\u003c\/strong\u003e\u003cbr\u003eA. Editable Word (.docx).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eQ. Affiliated with NDIS Commission?\u003c\/strong\u003e\u003cbr\u003eA. No. Independent.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eQ. Refund policy?\u003c\/strong\u003e\u003cbr\u003eA. Non-refundable once accessed.\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eFormat: Single .docx (5 pages)\u003c\/em\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003cp\u003e\u003cem\u003eTemplate 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.\u003c\/em\u003e\u003c\/p\u003e","brand":"Northform Health","offers":[{"title":"Default Title","offer_id":52160376537399,"sku":"RT-06","price":27.0,"currency_code":"AUD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0991\/3427\/5895\/files\/RT-06_Records_Retention_Schedule_5007466f-1637-4ff4-806a-e13178bb358a.png?v=1779607986","url":"https:\/\/www.northformhealth.com.au\/products\/records-retention-schedule","provider":"Northform Health","version":"1.0","type":"link"}