Agency Schedule Detail

Authorization Number : 855-0175

Agency Series No. : LEGL-12

Status : Active

Agency Web Link :

Agency : BWC

Confidential Description : The records could contain information prohibited by ORC 149.43 (A)(2)(d)(7)(c). These documents could include medical records, social security numbers, and dates of birth.

Division : BWCLAWS

Vital Description :

Section : BWCLAWSLEGL

Record Title : Closed Subrogation Cases

Revision : 4

Record Description : The Closed Subrogation Cases records include files for subrogation cases that have been collected or closed as uncollectible. These files include correspondence, notes, pleadings, check copies, and settlement agreements. The Closed Subrogation Cases are scanned into a secure online repository. The secured online repository is an imaging concept that stores any type of electronic file, such as Microsoft Office documents, Adobe Acrobat, audio/video, Computer Aided Design (CAD), etc. as well as scanned images.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain in a secure online repository, keep the subrogation case tracker for 10 years after the subrogation file has closed and then destroy.	These records must be held longer because of the potential for litigation over these closed cases.	Electronic	Delete
Hold the records in the Subrogation Unit after case is closed. Scan into a secure online repository, then destroy the paper documents as confidential.	These records must be held longer because of the potential for litigation over these closed cases.	Paper	Shred

Approvals

Status	Name	Title	Date
Approved	Kevin Frazier	Records Coordinator	9/26/2023 12:56:27 PM
Approved	Colleen Cottrell Erdman	Records Officer	9/27/2023 1:55:29 PM
Approved	Terri Dittmar	Record Administrator	10/10/2023 11:14:55 AM
Approved	Fred Previts	State Archivist	10/10/2023 4:49:44 PM
Approved	Martin Meeks	State Auditor	10/11/2023 8:58:47 AM

Notes

Date	Reason	User