Fileplanning

A file plan is a classification method for identifying and storing documents so they can be retrieved simply and swiftly. It catalogues an organisation’s records, describing how they are organised and maintained, forming the basis for effective record management.

As well as supporting the effective documentation of an organisation’s activities, ensuring quick identification and retrieval of documents, a file plan also enables users to purge records that are no longer needed without compromising their industry’s regulatory requirements.

 

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