Documentation & Record Keeping Flashcards
7 cards from real Disc Personality Test practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Documentation & Record Keeping flashcards as text
How long should DISC records generally be retained?
Answer: According to the organization's written retention policy and applicable law
Retention periods should follow documented policy and legal requirements, not ad hoc choices.
A participant asks to see their own DISC report on file. What is the best response?
Answer: Provide it and document that access was given
Participants generally should be able to view their own results, and the access should be logged.
Which entry would be a poor practice in a DISC coaching record?
Answer: Stating that a high-C person is 'cold and unfit for sales' without evidence
Unsupported, judgmental statements create bias risk and are not appropriate in records.
What does a 'high I' score typically indicate that a record could mention?
Answer: A preference for enthusiastic, people-oriented interaction
High Influence is associated with sociable, expressive, persuasive behavior.
Before sharing a group DISC summary with an outside vendor, what should be documented?
Answer: Participant consent and whether data is anonymized
Sharing with third parties requires documented consent and, where possible, anonymization.
Which record format best supports tracking development over time?
Answer: A dated log linking each profile to goals and progress
A dated log lets you compare profiles with goals and outcomes across time.
If an error is found in a stored DISC report, what is the correct action?
Answer: Correct it through a documented amendment noting who, when and why
Corrections should be traceable so that the record retains an audit trail.
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