The aim of a filing system is to make the retrieval of information easy. Your centre can develop a system that works for everyone. Note that records relating to enrolment, accidents, medicines, finance and bulk funding must be kept for up to 7 years under the 2008 Early Childhood Regulations. In general the following principles apply:
File the most recent material at the front.
Regularly weed outdated material that does not need to be kept.
Archive centre specific material, minutes, officeholders’ lists, registers and annual financial reports.
Keep only correspondence referring to constitutional issues.
Close all financial records (invoices, receipts, etc) at the end of each year and store for seven years.
- Store confidential information about individuals securely in locked files.
Posted: Monday 4 January 2016