Record Organization
Review how testing records are grouped, labeled, and stored across your current systems.
Recordkeeping Review
Keep your testing records organized and audit-ready.
A focused review of workplace drug and alcohol testing records can help improve documentation consistency, clarify retention practices, and make important records easier to find when your team needs them.
Organizationclear record structure
Retentiondefined practices
Retrievaleasier access
Documentation & record review
Review Areas
Make documentation easier to find, understand, and maintain.
The review focuses on the way testing records are stored, retained, accessed, and maintained so your documentation supports the way the program actually operates.
Retention Practices
Review the practices your team uses to keep records for the periods required by your program.
Access & Retrieval
Look at who can retrieve records, how quickly information can be located, and where access becomes difficult.
Documentation Consistency
Identify gaps caused by inconsistent filing, duplicate locations, incomplete handoffs, or unclear ownership.
Built for Employers
Good recordkeeping should support the way your program actually operates.
Every organization stores and manages documentation differently. The goal is to understand your current structure and make it easier for the right people to maintain and retrieve the records they are responsible for.
Understand where records live now.
Review the systems, folders, vendors, and people currently involved in maintaining program documentation.
- Testing records
- Vendor documentation
- Employee files
- Program records
- Supporting communications
Create a clearer structure.
Organize findings into practical changes that can reduce confusion and improve retrieval.
- Clarify ownership
- Reduce duplicate storage
- Standardize naming
- Define access
- Improve retrieval
Reduce Documentation Gaps
Reduce gaps caused by disconnected documentation.
Recordkeeping problems often come from unclear ownership and fragmented storage rather than a single missing document.
Where records are kept
Identify each system, folder, platform, or provider that holds testing-related documentation.
Who maintains them
Clarify the people or roles responsible for keeping records current and complete.
Who can retrieve them
Review access and retrieval so authorized staff can find what they need without unnecessary delays.
How records move
Review the path records take from testing event to final storage and follow-up.
How It Works
A practical four-step recordkeeping review.
We start with your current documentation and work toward a clearer, more maintainable structure.
Gather Current Records
Identify the records, systems, folders, and providers that support the program today.
Review the Structure
Look at how records are labeled, stored, maintained, and retrieved.
Identify Gaps
Find areas where ownership, retention, access, or consistency is unclear.
Organize Improvements
Build practical next steps for stronger recordkeeping and easier retrieval.
Recordkeeping FAQ
Common questions before you start.
Review the basics before beginning a recordkeeping review.
Yes. Recordkeeping Review can be used to examine DOT and non-DOT workplace testing documentation practices.
No. The review starts with the systems and practices you already use and focuses on where organization, ownership, access, or consistency can be improved.
Vendor-managed documentation and the handoffs between your team and outside providers can be included in the review.
Findings are organized into practical next steps designed to clarify ownership, improve consistency, and make records easier to maintain and retrieve.