Integrated Services in Education Client Files (ISE)
Retention Rule Number: Specific Retention Rule 2014.11
Function/Activity: 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
|Office of Primary Responsibility (OPR)||Retention||Disposition|
|University of Calgary Integrated Services in Education (ISE, formerly U-CAPES)||Active: Retain for the period of time client attends the clinic.
In-active: Retain files for a total of 16 years past date of last visit.
|Confidential shred or delete|
Access is restricted to the client, the counselor and to staff assigned the authority to compile, classify, annotate, read, retrieve, transfer or destroy this record series.
- Kelly Schwartz, Director, U-CAPES
- Jo-Ann Munn Gafuik, Senior Specialist, Policy and FOIP
- Lisa Atkinson, University Records Committee (Chair)
7 April 2014
Amended 23 February 2016