Locking up Documents

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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wrigjef
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Locking up Documents

Postby wrigjef » Fri Sep 24, 2010 1:47 pm

During our most recent audit meeting, someone mentioned that the question about keeping records locked has disappeared. Is this correct? What is the requirement?

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aebrown
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Postby aebrown » Fri Sep 24, 2010 2:24 pm

wrigjef wrote:During our most recent audit meeting, someone mentioned that the question about keeping records locked has disappeared. Is this correct? What is the requirement?


Yes, that question is no longer on the audit. I also noticed that the question about only bishopric members receiving donations is no longer on the audit form.

But there are many policies that are not covered in the audit; we should never assume that a policy is no longer in force, simply because it is not specifically checked in the audit. The audit form is not a source for policies, but rather the audit procedure samples adherence to a subset of policies and guidelines. Audits would take days, instead of hours, if every single policy were checked.

I've seen no change in the policies for securing records. See p. 151 and p. 158 (and other places) in the CHI, which specifically mention locking up confidential records.
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