Question

Retain or dispose of directive case files following the guidance contained in:

a) The directives system
b) The cancellation notice
c) The original instruction
d) Local procedures

Answer 1

To decide whether to retain or dispose of directive case files, it is essential to refer to the directives system, cancellation notice, original instruction, and local procedures to comply with organizational policies and legal requirements.

Step-by-step explanation:

When determining whether to retain or dispose of directive case files, several sources of guidance should be consulted to ensure compliance with organizational policies and legal requirements. These include:

• The directives system, which typically outlines the overarching framework for document retention and disposal within an organization,
• The cancellation notice, which may contain specific instructions regarding the handling of documents related to cancelled directives,
• The original instruction, which often includes detailed guidance on the duration for retaining specific types of files and conditions for disposal, and
• Local procedures, which are tailored to the unique operational practices and legal obligations of the local office or department.

By carefully reviewing and adhering to these sources, organizations ensure that directive case files are managed in a manner that is both efficient and compliant with relevant policies and regulations.