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How is Working Files defined in a legal contract?

• Working Files means all work product and digital files employed by [organization] to generate the preliminary works and final works other than the format that composes the final deliverables. Seen in 10 SEC filings.
• Working Files means any material put together and maintained by any academic administrator related to any [assembled] member. Seen in 6 SEC filings.
• Working Files means materials kept by supervisors, like performance notes, training records, and commendations, regardless of their specifics. Seen in 3 SEC filings.
• Working Files means the chronicles of the working relationship between the principal and the teacher, or the informal documentation of employment-related manners. The actual documents are not used in the personnel file, though the substance may be referred to in subsequent documentation. Seen in 1 SEC filing.
• Working Files means all notes, memoranda, pictures/photographs, and other forms of materials related to active official town business or operations if they are not considered excluded records. Seen in 1 SEC filing.
• Working Files means the working files of the principal which must be cleared out at the end of each school year, or no later than June 30. Seen in 1 SEC filing.

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Which definition should you use?

🤔 has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

• Working Files means all work product, digital or otherwise, used or maintained by [organization] related to its operations.

Relevant Contract Types

• Consulting Services Agreement
• Technology Services Agreement
• Non-Disclosure Agreement

Relevant Circumstances

• Change in management or leadership
• Periodic review of internal processes
• Merger or acquisition

Relevant Sectors

• Technology
• Manufacturing
• Consulting

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Genie Definition 2

• Working Files means the records maintained by supervisors, tracking performance, training, and other employee-related manners.

Relevant Contract Types

• Employment Agreement
• Performance Improvement Plan

Relevant Circumstances

• Employee onboarding
• Employee performance evaluation
• Training needs assessments

Relevant Sectors

• Human Resources
• Education

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Genie Definition 3

• Working Files means chronicles of employment relationships and informal work-related documentation within [organization].

Relevant Contract Types

• Employee Handbook
• Grievance Policy

Relevant Circumstances

• Resolution of workplace disputes
• Review of employee conduct

Relevant Sectors

• Retail
• Healthcare

Genie Definition 4

• Working Files means annually updated records, purged at the end of each cycle, in [organization].

Relevant Contract Types

• Data Retention Policy

Relevant Circumstances

• Implementation of data protection regulations
• Compliance audits

Relevant Sectors

• Banking
• Insurance

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