Agency Schedule Detail

Authorization Number : 10551583

Agency Series No. : 60-OAG-28

Status : Active

Agency Web Link :

Agency : AGO

Confidential Description : BWC and IC claim files are not open to the public (ORC 4123.88(C)). Limited information may be disclosed to members of the press per ORC 4123.88(D).

Division : AGOWC60

Vital Description :

Section :

Record Title : Case Files

Revision : 1

Record Description : Documents used to litigate cases and record events that have occurred in a case. Records include, but are not limited to, cover letter, appeal and complaint, claim packet from the Industrial Commission (IC) or Bureau of Worker's Compensation (BWC), assistant attorney general notes, pleadings, correspondence, court orders, discovery, medical records and release forms, deposition transcripts and videos, summary reports, investigative reports, and employer's records (created or gathered by the AGO).

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain 4 years after case closed and all appeals exhausted.	Medical records release says that records will only be used for the specific litigation that they were released for. It is also rare for the medical records to be needed after the case is completed.	Electronic	Delete
Medical records disposed of after final court entry and all appeals exhausted. Retain all other documents for 4 years after case closed and all appeals exhausted. If scanned and saved electronically, dispose of paper immediately.	Medical records release says that records will only be used for the specific litigation that they were released for. It is also rare for the medical records to be needed after the case is completed.	Paper	Shred

Approvals

Status	Name	Title	Date
Approved	Nathan Owens	Records Officer	4/12/2024 2:45:10 PM
Approved	Terri Dittmar	Records Coordinator	4/16/2024 9:31:04 AM
Approved	Fred Previts	State Archivist	4/16/2024 10:03:50 AM
Approved	Martin Meeks	State Auditor	4/16/2024 1:28:15 PM

Notes

Date	Reason	User