Common use of FILE MAINTENANCE AND DOCUMENTATION Clause in Contracts

FILE MAINTENANCE AND DOCUMENTATION. SUBRECIPIENT shall maintain files to record all services provided to business clients. Initial contact and succeeding follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federal, State and local policies.

FILE MAINTENANCE AND DOCUMENTATION. SUBRECIPIENT shall maintain files to record all services provided to business clients. Initial contact and succeeding follow-follow- up services shall be documented appropriately in the CalJOBS CRM module module, rolled out December 31, 2015, and adhere to federal, State and local policies.

FILE MAINTENANCE AND DOCUMENTATION. SUBRECIPIENT Subrecipient shall maintain files to record all services provided to business clients. Initial contact and succeeding follow-up services shall be documented appropriately in the CalJOBS CRM module and adhere to federalFederal, State and local policies. All required documentation shall be added to the clients file immediately and uploaded into the CalJOBS system within 5 working days of clients visit.