Documents & Records Retention Schedule template
A form in the Control of Records procedure (PR08), mapped to ISO 15189:2022 clause 8.4. Fill it in whenever the task occurs. Used by the quality-management team.
FormISO 15189 · 8.4As needed
Calculated automatically
Your LaboratoryDocuments & Records Retention Schedule | YL-QM-FRM-08-F03 v1.0
Form: Documents & Records Retention Schedule
| No. | Record / Document Type | Form / Doc ID | Retention Period | Storage Location | Format (Paper/Electronic/Both) Paper/Electronic/Both | Custodian | Review Frequency | Disposal Method | Comments |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Patient Test Results | LIS / Register | Minimum 10 years | Archive / LIMS | Both | Lab Head | Annual | Shred / Delete | |
| 2 | IQC Records | PR23-F04 | 5 years | Filing Cabinet | Paper/Elec | QO | Annual | Shred | |
| 3 | EQA Records & Reports | PR24-F01/03 | 5 years | EQA Folder | Paper/Elec | QO | Annual | Shred | |
| 4 | Equipment Maintenance Records | PR16-F04 | Life of equip. | Equipment File | Paper | Equip. Off. | Annual | Shred | |
| 5 | Calibration Certificates | PR16-F05 | Life of equip. | Equipment File | Paper | Equip. Off. | Annual | Shred | |
| 6 | Personnel Records | PR12-F01 to F12 | During employment+5 | HR File | Paper | Lab Manager | Annual | Shred | |
| 7 | Training Records | PR12-F04/F05 | 5 years | Personnel File | Paper | Lab Manager | Annual | Shred | |
| 8 | Nonconformity Records | PR07-F01/F02 | 5 years | QMS Folder | Paper/Elec | QO | Annual | Shred | |
| 9 | Audit Reports | PR09-F03/F04 | 5 years | Audit Folder | Paper | QO | Annual | Shred | |
| 10 | Management Review Minutes | PR11-F03 | 5 years | MRM Folder | Paper | QO | Annual | Shred |
… 10 more rows continue on the next page
Sign-off
| Role | Name | Signature | Date |
|---|---|---|---|
| Completed by | |||
| Reviewed by |
Shaded cells are calculated automatically.
Controlled document. Printed copies are uncontrolled unless stamped.Page 1
A4 landscape · first page · showing 10 of 20 rowsExactly as LabToolkit Pro prints it — with your logo and colours
What it records
- Record / Document Type
- Form / Doc ID
- Retention Period
- Storage Location
- Format (Paper/Electronic/Both)
- Custodian
- Review Frequency
- Disposal Method
- Comments
Sign-off
- Completed by
- Reviewed by
Related templates
- Documents & Records Backup Log (PR08-F01)
- Records Access Form (PR08-F02)
- Archiving & Destruction Form (PR08-F04)
- Guide: ISO 15189 documentation checklist
Clause references are to ISO 15189:2022; check them against your licensed copy of the standard.