Christina Marfleet

paperwork online/paperbased

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Hi All,

We are transitioning from paper-based sign-up forms to electronic ones (finally!) but we have some paper-based forms for this contract year. Am I right to say that if the forms are completed on paper with ink, then we should keep the originals, or would it be okay to scan the original paper forms save an electronic copy and shred the original paperwork. 

Interested to know different opinions. Thank you

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Ruth Canham-James

If you're sure the electronic copy is readable, complete and filed correctly, you don't need to keep the original. We keep our originals for at least a year, because we have as yet unresolved issues with staff not correctly scanning documents. They get scanned with pages missing, attached to the wrong students so you'll never find them when you need them etc. If we need documents for audit, and they're not scanned adequately, it's a huge job going through boxes of unfiled sheets of paper!

Steve Hewitt

Worth pointing out that most audits seem to be at a distance now anyway, so they'll be wanting you to scan stuff for them!