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Record-keeping

The grid below gives information on how long you should retain different types of forms and records.

 

Record

Where it’s kept

How long

Starting… forms

At unit level

The information must be put on Go! as soon as possible.  Retain the Gift Aid declaration and shred the rest of the form.

Attendance record (register)

At unit level

Until the end of the financial year

Notification of accident

AON insurance, plus a copy at the appropriate level

Three years

Accounts

At appropriate level

Six years

Consent for event/activity forms

At appropriate level

Until the event has taken place

Health Information forms

First aider

If no treatment is given, destroy after the event

If treatment is given retain for three years

Emergency contact details (for an event)

At appropriate level, and with a home contact if applicable

Until the event has taken place