Centre for Wellbeing in Education Client Files
Retention Rule Number: Specific Retention Rule 2014.11
Function/Activity: To document client history, consultations and assessments of individuals accessing University of Calgary Centre for Wellbeing in Education, formerly known as ISE and U-CAPES
Description/Type of Records: NOTE: THIS RULE APPLIES ONLY TO CLIENT FILES CREATED BY UNIVERSITY OF CALGARY CENTRE FOR WELLBEING IN EDUCATION (formerly ISE and U-CAPES). Client’s demographic information, counselor’s notes and client histories, assessment instruments, referral forms, Permission to Consult forms, Parental Authorization for Consultation forms, copies of cheques, reports, graphs, recommendations and correspondence. Recordings of client consultations: see Records Management Instructions
Retention Rules
| Office of Primary Responsibility (OPR) | Retention | Disposition |
|---|---|---|
| University of Calgary Centre for Wellbeing in Education (formerly ISE and U-CAPES) |
Active: Retain for the period of time client attends the clinic.
In-active: Retention period is under review. In-active records must be retained indefinitely until the review has been completed |
Confidential shred or delete |
Restrictions:
Access is restricted to the client, the counselor and to staff assigned the authority to compile, classify, annotate, read, retrieve, transfer or destroy this record series.
- Kelly Schwartz, Director, U-CAPES
- Jo-Ann Munn Gafuik, Senior Specialist, Policy and FOIP
- Lisa Atkinson, University Records Committee (Chair)
7 April 2014
Amended 23 February 2016