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This policy outlines the procedures for documentation related to laboratory requisitions, performance, and reporting of test results, ensuring compliance with various standards and regulations.
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How to fill out Documentation/Record-keeping/ Record Review

01
Gather all relevant documents that need to be reviewed.
02
Organize documents in chronological order for easier access.
03
Ensure all documents are complete and legible.
04
Review each document for accuracy and compliance with established guidelines.
05
Make notes of any discrepancies or areas needing correction.
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Compile a summary of findings and necessary actions to be taken.
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Store the documents securely in a manner that protects confidentiality.

Who needs Documentation/Record-keeping/ Record Review?

01
Regulatory agencies requiring compliance audits.
02
Internal teams conducting performance evaluations.
03
Quality assurance personnel monitoring standards.
04
Management needing insights for decision-making.
05
Employees responsible for operational accountability.
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Purposes- It is providing information. It helps in making studies for research. It is a tools of communication. It helps in planning budget and provides statistical data. It serves as a legal evidence of the services rendered by each employee or worker. It is providing basis for quality review.
Records are stored information created or received by an organization that has value and requires retention for a specific period of time. They have administrative, fiscal, legal, and historical value.
There are four types of records: official records, transitory records, non-records, and personal records. Some records are kept for a short amount of time, and some records have long retention periods. Retention periods for records are approved by Retention and Disposal Schedules.
There are four types of records: official records, transitory records, non-records, and personal records. Some records are kept for a short amount of time, and some records have long retention periods. Retention periods for records are approved by Retention and Disposal Schedules.
Types of Records I. Administrative Records. Records which pertain to the origin, development, activities, and accomplishments of the agency. II. Legal Records. III. Fiscal Records. IV. Historical Records. V. Research Records. VI. Electronic Records.
Documents describe how things should be done. They have a version history and they require a proper review process when updated. Records on the other hand show how things were done. They are proof of activities performed (i.e. proof of SOPs being followed) and they do not need a release process.
Record keeping and documentation requirements refer to the policies, procedures, and practices that organizations use to create, organize, store, and manage information. These requirements may be set by regulatory bodies or industry standards, or they may be established internally by the organization itself.
What are the Generally Accepted Recordkeeping Principles for UW-Madison Campus? The 8 Principles are: Accountability, Transparency, Integrity, Protection, Compliance, Accessibility, Retention and Disposition. These are the “Principles” of good management of Records.

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Documentation/Record-keeping/Record Review refers to the systematic process of maintaining, organizing, and reviewing records to ensure accuracy, compliance, and reliability of information.
Individuals or organizations that generate, handle, or manage records—such as businesses, healthcare providers, and educational institutions—are typically required to file Documentation/Record-keeping/Record Review.
To fill out Documentation/Record-keeping/Record Review, you should collect the necessary data, follow predetermined formats or templates, ensure accuracy, and submit any required supporting documents as per regulations or institutional policies.
The purpose of Documentation/Record-keeping/Record Review is to maintain accurate records for accountability, enhance compliance with legal requirements, facilitate informed decision-making, and support operational efficiency.
The information that must be reported on Documentation/Record-keeping/Record Review typically includes dates, relevant parties involved, descriptions of the records, compliance details, and any discrepancies noted during the review.
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