Rae .... Unfortunately, like your answers at your seminar Wednesday morning
in Chicago (Lawyer speak - maybe and a yes and no answer to your question).
I'm sorry, couldn't help myself.
In the State of Washington they do both (company level recording and
training/class completion) as follows:
In State of Washington's General Records Retention Schedule for All Local
Government Agencies in Washington State, the retention requirements are:
Employee Training History File: Termination plus 6 years. (Item 29,
S-150)
* These are files documenting the training history of individual
employees who have participated in training and staff development programs.
May include in-service and class registrations, confirmations, and
documentation of training completed
Also they are required to keep,
Training/Class Completion Reports: 3 Years (Item 52, Page S-153)
* Listing of employees and the classes of training exercises that
have been completed.
Unfortunately, that means you have to evaluate legal retention requirements
for 50 states and the federal government to determine if there are specific
retention periods for training.
I also believe you would also have to consider if the individual works under
a union agreement that may/may not have specific retention guidelines for
training written in the contract.
I enjoyed your presentation and appreciate the training notes on the ARMA
website. All URL's are welcome.
Robert W. Dalton, CRM
Dalton Consulting
253-229-4555
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of rcogar
Sent: Friday, September 23, 2005 1:58 PM
To: [log in to unmask]
Subject: Training Records
I have a question for this esteemed group - I have been trying to get a
handle on training record retention, particularly when training is done by
multiple departments and the records are not standardized. In an effort to
standardize these records I would like to know if others have encountered
this problem and how it was solved (or not). Many training sessions have
a sign-in sheet where all employees sign in on a single page - are companies
copying this to include in an employee's training record or are the
departments that provide the training retaining these records without
concern for the record being placed in an individual's file? How long are
these records then retained? Obviously, some training is required, such as
FDA or OSHA, while other training is merely company specific to policies,
such as Code of Ethics, or department, like Information Technology. Should
they all be treated the same and provide a single retention requirement - or
should there be specific training retentions based upon the specific
training being completed - and should it be retained in the employee file or
not? Any suggestions on how your company handles these issues would be
greatly appreciated. I am trying to think outside the box - while still
finding a solution that is fairly easy.
Thanks to all.
Rae Cogar
RCS Consulting
[log in to unmask]
716-646-6192
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