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Agency Schedule Detail

Authorization Number :  10700302
Agency Series No. :  AUDIT-38
Status :  Active
Agency Web Link : 
Agency :  AUD
Confidential Description : 
Division :  AUD0023
Vital Description : 
Section :  AUD00230023
Record Title :  Coaching Notes for Audit Workpapers
Revision :  0
Record Description :  These include, but are not limited to, the notes of Audit Managers, Senior Audit Managers, Assistant Chief Auditors, and Chief Auditors that are accumulated when reviewing working papers of Assistant Auditors. These notes may call for further questions regarding appropriate accounting principles, auditing procedures, compliance with legal or other requirements. The resolution of all matters described in coaching notes are retained in the Audit Work Papers (series AUDIT-34).
Retention Period Retention Justification Media Code Method of Disposal
Retain while needed, then destroy after an electronic version has been created and verified for accuracy Paper Shred
Retain until the completion of the audit and the audit report is released, then destroy Electronic Delete

Approvals

Status Name Title Date
Approved Martin Meeks Records Officer 2/2/2026 10:34:40 AM
Approved Terri Dittmar Record Administrator 2/4/2026 7:22:40 AM
Approved Fred Previts State Archivist 2/4/2026 10:45:11 AM
Approved Martin Meeks State Auditor 2/4/2026 10:46:24 AM

Notes

Date Reason User

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© 2026 - RIMS, State of Ohio