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+30 Records Management File Plan Template. Steps to create a file plan. Delineate who is responsible for managing the various kinds of records.
What should the file plan include? It’s a way to keep your labels and your retention policies more organized. On the file plan page, you see all your labels with their status and settings, optional file plan descriptors, an export option to analyze or enable offline reviews of your.
The state archives of north carolina has developed a number of tools to assist agencies with their records management responsibilities. Each section includes a brief explanation. A records management file plan is a structured document specifying an organization’s systematic approach to the creation, classification, retention, retrieval, and.
A file plan is a tool for you and others in your office to use to help manage records. The model file plans are designed for units to adjust to their own needs. Not all records activities listed in the.
Home > federal records management > guide to the inventory, scheduling, and disposition of federal records > file plan template Delineate who is responsible for managing the various kinds of records. The file plan template is available on the records management website.
Steps to create a file plan. 1) how your records are organized and maintained; How does a file plan work with electronic records?
For most organizations, this is a simple. Learn how to create a file plan for your organization to describe the kinds, categories, retention, and disposition of records. Prepare a file plan document that gives details on:
