Call Referral Logs (AG7-007): Documents all calls received by
Community Access Unit and its contractors for use in process
improvement. Records include call logs, referral logs, scheduling
and IR tallies, and information and referral summary.
Retention: Retain 5 years. (99-0025/010)
Client Counseling Reports (AG7-006): Documents contracted service
responses to calls from seniors or interested parties regarding
services and/or care. The current contractor is Protocall. Reports
show date and time of call, counselor's name, client's name and
personal information, caller's name and relationship to client,
identified problem, intervention response, and resolution. Also
includes call logs.
Retention: Retain 5 years. (99-0025/011)
http://www.co.multnomah.or.us/dbcs/FREDS/records/retention/DCHS/ag7.shtml
> Date: Wed, 23 Mar 2011 11:27:35 -0500
> From: [log in to unmask]
> Subject: Re: Call logs
> To: [log in to unmask]
>
> If they are used to rate performance, I would consider keeping them at
> least one year, but no more than three depending on how the information
> is used to document the performance appraisal review. If they are
> simply used to determine the effectiveness of training, probably one
> year is sufficient.
>
>
> -----Original Message-----
> From: Records Management Program [mailto:[log in to unmask]] On
> Behalf Of Toner, Carolyn
> Sent: Tuesday, March 22, 2011 4:00 PM
> To: [log in to unmask]
> Subject: Call logs
>
> Wondering if anyone has any policy or retention guidelines that they'd
> be will to share as it relates to call log information? These logs are
> occasionally used internally to monitor employee behavior.
>
> Carolyn Toner
> Corporate Records Director
>
> Please note new Contact Information:
> Time Warner Cable
> 13820 Sunrise Valley Drive
> Herndon, VA 20171
> Phone: 703-345-3410
> Fax: 704-973-6227
>
>
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