Retention Rule Number:
Specific Retention Rule 2014.11
To document client history, consultations and assessments of individuals accessing University of Calgary Integrated Services in Education (ISE), formerly University of Calgary Applied Psychological and Educational Services (U-CAPES)
Description/Type of Records:
NOTE: THIS RULE APPLIES ONLY TO CLIENT FILES CREATED BY UNIVERSITY OF CALGARY INTEGRATED SERVICES IN EDUCATION (ISE, formerly 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