How Long Should You Keep Mystery Shopping Notes and Documentation?

Posted on August 1st, 2008 in Mystery Shopping Recordkeeping, Secret Shopper How-To by Cathy Stucker

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paperwork.jpgMystery shopping generates a lot of paper. Most of us print out shop guidelines and forms, and perhaps even copies of the reports we submit. Then there are the receipts, notes and other bits and pieces that accumulate.

What do you need to keep, and for how long? When is it safe to dispose of your mystery shop paperwork?

Most mystery shopping companies recommend that you keep all documentation from your shops for at least 90 days. Some suggest six months or longer. Some shoppers maintain files for one year or more.

Here are my recommendations to make sure you have what you need, without drowning in paper. …continue reading How Long Should You Keep Mystery Shopping Notes and Documentation?