Admin What are the elements of a file plan?
A file plan is a comprehensive outline that includes the records series, file organization, active file locations, file transfer instructions, file retention and disposition instructions, and other specific instructions that provide guidance for effective management of records, including vital records.
What is the purpose of a file structure for records management?
In doing this the structure illustrates what the organisation’s business is, and provides a means of managing its records The purpose of a filing structure is to provide an environment where a common understanding of how records should be stored and retrieved can be presented.
What is a file plan folder?
The File Plan is a container for records, folders, categories. Record categories contains the retention and retention schedules for folders and records. They control how records are managed, and how they’re disposed of when they’re not needed any more.
What is file plan Report?
SharePoint 2016/2013 or SharePoint Online Files Plan report, gives you a report for the particular document library. It will provide lots of very useful information for that document library. To generate a File Plan report, Go To Library Settings.
What is the importance of maintaining files?
Filing means keeping documents in a safe place and being able to find them easily and quickly. Documents that are cared for will not easily tear, get lost or dirty. A filing system is the central record-keeping system for an organisation. It helps you to be organised, systematic, efficient and transparent.
How often do file plans need to be updated?
The schedule, or schedules, should be issued as a directive, reviewed at least annually, and updated whenever necessary.
What are the principles of filing?
10 Principles of Filing
- Protection. Documents should not be damaged by dust, insects, thefts, mishandling, fire, etc.
- Less Space. Economy of space os of great importance in all concerns, because of high rent.
- Flexibility.
- Simplicity.
- Economy.
- Adaptability.
- Sustainability.