Solutions
Set up for the records your sector keeps
Each sector keeps different records for different reasons. Your organisation starts from a structure and schedule it recognises, then changes anything to match its own.
Local government
Every service area's case files under one retention schedule, ready for FOI and subject access requests, with access that follows the case.
Housing · Planning · Social care · Licensing
Councils →Health and care
Retention set from the NHS Records Management Code, legal holds that survive an inquiry, and care records kept to the right date.
Care records · HR · Complaints · Governance
Health and care →Legal
Matter files closed, retained and destroyed on schedule, confidential to the matter's team, with legal hold when a claim arrives.
Matters · Deeds · Wills · Correspondence
Law firms →Education
Pupil, SEND and safeguarding records kept to the right date, across every school in a trust, each school seeing only its own.
Pupils · SEND · Admissions · Staff
Schools and trusts →Not in one of these sectors?
If your organisation keeps records it must answer for, we'd like to hear from you.