Using the All Purpose Navigation, enter in the client’s identifying information, select Navigate, and click the Green Check Mark to proceed.
On the Case File page, click on Add New Item under the File Retention section in the Admin Tab.
A pop-up window will appear.
Give the Retention Record a name (i.e. Client First and Last Name)
Enter in the Case Number.
Enter in the Date Closed or Date Transferred as applicable.
If there is a retention exception check the box next to Exceptions.
- In the Retention Comments section indicate the type of exception (e.g., overpayment or claim)
Click on Save to finish creating the retention record.