BBB10880

1F- Record Relating to Contractual Agreement 

  • Records relating to any contractual agreement between a customer and the organization should be retained in a customer file. These records should include

 

  • pre-contract documentation,
  • pre-quotation survey reports,
  • agreed assignment instruction,
  • receipt for keys and
  • any customer correspondence.
  • All records concerning a contract should be maintained for at least 12 months After termination of the contract. Such records should include (but are not restricted to);

 

  • All operational documentation [including log books, registers and reports];and
  • Details of persons employed on the assignment

 

1G – External Origin/ Updated / Archived / Employee Record  

 

  • Documented information of external origin determined by the organization to be necessary for the planning and operation of the organization should be identified, and managed accordingly.

 

  • Amended and /or update records should be regularly backed up. The backup copies should be stored separately.

 

 

  • Archived records should be clearly indexed.

 

  • An employee’s basic records should be kept for at least seven year form the cessation of their employment.

 

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