5.2.1 Removing Extraneous Material from the Record at Closure

Workers shall remove and expunge extraneous material from case records prior to or at the time of case closing. Supervisors shall screen case records at the time of closing to assure extraneous material has been removed by the worker. Extraneous materials are notes, observations, or impressions that have not been summarized; phone messages; E-mails; or material not pertinent to the case or that has been formally documented elsewhere in the case record. Workers should assure that un-summarized material pertinent to the case record that is not documented elsewhere should be documented in the case narrative prior to expunging extraneous material.

Chapter Memoranda History: (prior to 1/31/07)

Memoranda History: