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City of Santa Ana Records Retention Schedule <br />PERSONNEL SERVICES AGENCY <br />Exhibit H <br />RECORD <br />RETENTION <br />RECORD CATEGORY <br />RECORD SERIES <br />RECORD DESCRIPTION <br />REMARKS <br />CUSTODIAN <br />START DATE <br />PERIOD <br />Class Training Records <br />Training records of all classes <br />Class Date <br />2 years <br />Department defined <br />Personnel <br />Services <br />Employee Applications <br />Applications for the Public Business <br />Application Date <br />2 years <br />Department defined <br />Personnel <br />Management classes and the Advanced <br />Services <br />Leadership Development classes. <br />WORKERS' <br />First Aid/Report Only <br />Notices that an injury happened - no medical <br />Final action date <br />5 years <br />Labor Code 5405 <br />Personnel <br />COMPENSATION <br />Incident <br />records. <br />and Title 8 <br />Services <br />California Code of <br />Regulations <br />#14311 <br />Indemnity Claims Files <br />Open/active and closed/inactive temporary and <br />Final action date on <br />5 years except <br />Title 8 California <br />Personnel <br />permanent disability claims files involving <br />claim <br />lifetime medical <br />Code of <br />Services <br />exposure to lost time. Permanent disability to <br />award cases <br />Regulations <br />be compensated. Contains medical files and <br />destroyed upon <br />#15400.2 <br />payment history. <br />death of <br />individual. <br />"Medical Only" Claims Files <br />Open/active and closed/inactive claims files. <br />Final action date on <br />5 years <br />Title 8 California <br />Personnel <br />Contain claim forms, billings, medical records, <br />claim <br />Code of <br />Services <br />check copies, etc. EE injury - no loss of work <br />Regulations <br />greater than 3 days. <br />#15400.2 <br />PERS (Sworn) Industrial <br />Claims filed by EE's (sworn) for PERS disability <br />Application Date <br />5 years <br />Government Code <br />Personnel <br />Disability Retirement Files <br />retirement <br />Section #21101. <br />Services <br />(Official) <br />* 29 CFR 1602.30-.32 If charge of discrimination filed, personnel records relevant to the charge or action shall be kept until final disposition of the charge or action. <br />9 of 9 <br />