State of Wisconsin
Department of Administration
101 East Wilson Street Madison Wisconsin
Mark D. Bugher
Post Office Box 7869
Madison. WI 53707-7869
July 1, 1997
TO: Agency Worker’s Compensation Managers and Coordinators, Agency Records Officers and Coordinators, and Other Staff that work with
State Worker’s Compensation Records
From: Hiram Shaw, Manager, State Worker’s Compensation Program, DOA
Subject: General Records Schedule: Worker’s Compensation and Related Records
The attached statewide General Records Schedule: Worker’s Compensation and Related Records was approved by the Public Records Board on November 15, 1995. In most cases, agency staff should follow the retention periods in this schedule and routinely destroy records after the time periods specified have passed. No further approval is needed from either DOA or the Public Records Board.
Worker’s Compensation (WC) Program staff and delegated WC managers from UW System A ministration and the Department of Transportation will be working together to bring existing records into conformance with the schedule. WC coordinators will soon receive more detailed information on which materials need to be transferred to the central files and which materials are duplicates and convenience copies. Per the schedule, WC coordinator claim records should be destroyed one year after the case is closed as determined by the assigned claims adjuster.
We call your attention to the letters of endorsement from the Bureau of State Risk Management, the Secretary of DOA, Legislative Audit Bureau and the Offlice of the Attorney General.
Special thanks to Valerie Clemen, DOA Records Officer, for taking a leadership role in developing this document. Thanks also to those worker’s compensation staff and records managers who contributed their time and energy on this effort.
if you have questions about this, the interpretation and implementation of this records schedule, you should first contact your agency’s designated WC coordinator or WC manager. You may also contact your designated agency records officer. If you need additional assistance, you may contact Harold Coltharp, (608) 266-2770, or Steve Hirsch, (608) 266-2996, of the DOA Records Management Section, or me at (608) 267-2728.