Comprising: Adult Care (AC) and Public Health (PH). A PDF version of this retention schedule, including full version history, is held in the EDRM retention schedules folder.
See an explanation of the 6+ Rule and all other standard disposition codes.
Carers
AC 3.1.1: Administering provision of monitoring and support for carers
Disposition: CASE+25 (closure point: end of carer activity).
Example(s):
- carer reviews
- assessment of carer suitability
- background information on a carer and their history
Rationale: Business requirement.
AC 3.1.2: Administering the carer service
Disposition: 6+
Example(s):
- records of decisions relating to provision of care through agency staff
Rationale: business requirement.
AC 3.1.3: Ascertaining a carer's capacity to drive a vehicle
Disposition: D<1 (check annually and destroy previous record).
Example(s):
- details from driving licence
Rationale: business requirement.
AC 3.1.4: Provision of financial support to carers
Disposition: 6+
Example(s):
- summary details of support provided
Rationale: Accounts and Audit Regulations 1974; Limitations Act 1980.
Residential homes
AC 3.2.1: Administrative operation of residential homes
Disposition: ACTION+25
Example(s):
- records of the home's activities, for example diary, roster sheets
Rationale: business need.
AC 3.2.2: Provision of catering services at residential homes
Disposition: D<1 (destroy after 1 year).
Example(s):
Rationale: business need.
AC 3.2.3: Licensing of residential homes to operate
Disposition: PERM.
Example(s):
Rationale: business requirement.
Supporting adults
AC 3.3.1: Provision of assessment and individual support or services for adults
Disposition: CASE+6 (closure point: latest contact with client, their representative or administrator of estate).
Example(s): case files for
- day service provision
- learning disability
- physical disabilities
- sensory disability
- Blue Badge scheme
- rehabilitation and discharge
- communication support
- drug and alcohol misuse
- occupational therapy
- home care
Rationale: common practice.
AC 3.3.2: Provision of non-individual related support and guidance to older adults
Disposition: 6+
Example(s): none given.
Rationale: common practice.
AC 3.3.3: Undertaking of assessment and analysis of the Adult Care market situation
Disposition: 6+
Example(s): none given.
Rationale: common practice.
AC 3.3.4: Undertaking of demographic and related research to support Adult Care services
Disposition: 6+
Example(s): none given.
Rationale: common practice.
Mental health
AC 3.4.1: Provision of assessment and individual support for adults with mental illness
Disposition: CASE+6 (closure point: most recent contact with individual).
Example(s):
Rationale: common practice / The Mental Health Act 1983.
Public health (core functions)
PH 1.01: reducing health inequalities
Disposition: 6+
Example(s):
Rationale: Health and Social Care Act 2012, S18.
PH 1.02: reporting on the public health of the area in the form of annual reports, policies and subsequent procedures
Disposition: PERM
Example(s):
- public health annual report
- strategic meeting minutes
Rationale: Health and Social Care Act 2012, S31.5-6; National Health Act 2006, S73B.
PH 1.03: delivering public health services and working with partners
Disposition: 6+
Example(s):
- operational meeting minutes
Rationale: business requirement.
PH 1.04: working with public health partners
Disposition: 6+
Example(s):
- public health locality meetings
Rationale: business requirement.
Health improvement
PH 2.01: developing and delivering a public health initiative
Disposition: 6+
Example(s): none given
Rationale: business requirement.
PH 2.02: promoting improved public health
Disposition: 6+
Example(s):
Rationale: Health and Social Care Act 2012, S18.
PH 2.03: developing public health advice
Disposition: 6+
Example(s): none given
Rationale: Health and Social Care Act 2012, S18
Public health directly delivered services
PH 3.01: assessing and providing wellbeing support or public health and prevention services for clients and local communities
Disposition: CASE+6 (closure point: most recent contact with individual)
Example(s): client records from the following:
- stop smoking clinics
- benefit claimant support
- work-related support for people with disabilities
- Time Swap scheme
- local area co-ordinators
- school crossing patrol site information
Rationale: business requirement
Health protection
PH 4.01: planning against public health related risks and hazards
Disposition: PERM
Example(s):
- emergency preparedness procedures
Rationale: Health and Social Care Act 2012, S18.
PH 4.02: responding to public health related incidents
Disposition: CASE+6 (closure point: conclusion of incident).
Example(s):
Rationale: Health and Social Care Act 2012, S18.
Health care public health
PH 5.01: providing public health advice to, and supporting, health commissioning bodies
Disposition: 6+
Example(s): none given
Rationale: Health and Social Care Act 2012, S18.
PH 5.02: monitoring and evaluating public health needs of the population and services
Disposition: 6+
Example(s):
Rationale: Health and Social Care Act 2012, S18.
PH 5.03: Supporting the population’s sexual health and wellbeing, healthy pregnancy, birth, and early years, healthy living and working for adults from 18-65 years old, ageing well for people from 65 years and over
Disposition: 6+
Example(s): none given
Rationale: Health and Social Care Act 2012, SN06844.
Commissioning
PH 6.01: number not used
Formerly referred to: procurement of public health services (see PROC 2.02 / PROC 2.03 in the finance retention schedule).
PH 6.02: Managing performance and budget across commissioned services
Disposition: TERMS+6
Example(s):
- performance reports
- minutes of meetings, variation forms
Rationale: business requirement.
Public health intelligence
PH 7.01: Gathering evidence to support the exercise of public health functions
Disposition: 6+
Example(s):
- evidence searches and reviews
Rationale: business requirement.
PH 7.02: Obtaining, processing and analysing national record level datasets for health and social care purposes
Disposition: D<1 (destroy upon expiry of NHS digital data sharing contract)
Example(s):
Rationale: Health and Social Care Act 2012, S261(1).
PH 7.03: Monitoring and evaluating public health needs of the population and services
Disposition: 6+
Example(s):
Rationale: Health and Social Care Act 2012, S18.
PH 7.04: Contributing to the joint strategic needs assessment for the area
Disposition: 6+
Example(s):
- JSNA Board reports, statistics and minutes
Rationale: Health and Social Care Act 2012, S18