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File Plans Simplified

A file plan or classification scheme is a basic building block for successful ERM. The file plan is a category hierarchy, usually presented conceptually as nested folders

Julie Gable's profile image

Blog Entry
Principles of Creating a Top-Down Filing plan

A more efficient method is to create a multi-tiered file plan for project records (see Section 3.2)...After a file plan is defined, the implementation of a retention schedule attached to each record series becomes easier

Johannes Scholtes's profile image

Blog Entry
How to Create a File Plan in SharePoint 2013

@jessewilkins The file plan is one of the foundations of an effective records program...Before you begin So how do you create a file plan in SharePoint 2013?

Bryant Duhon's profile image

Blog Entry
Legacy Information Clean-up and Defensible Disposition: What to do if you do not have a filing plan?

There is more than one reason to create a filing plan for your organization...Therefore when considering a legacy data clean up, creating a filing plan is a good starting point. But what do you do if you do not have a filing plan?

Johannes Scholtes's profile image

Blog Entry
To More Cost Effective and Less Risky e-Discovery via an Effective RM Strategy

However, a more efficient method is to create a multi-tiered file plan for project records...As previously stated, file plans are directly related to the complexity of an organization and are based on its business needs

Johannes Scholtes's profile image


Blog Entry
SharePoint 2010 for Records Management - Add-On Requirements and Capabilities that take it to the Enterprise

File Plan Management – A file plan is a hierarchical structure that organizes records into a structure whereby rules for disposition and review can be cohesively applied. Using this file plan, users can place records into a category or folder (generically called a node) that corresponds to the type of record. Rules associated with a node in the file plan define specific actions and behaviors to be applied to records filed in that node

Mike Alsup's profile image

Blog Entry
5 Myths about SharePoint Records Management

Scaling to hundreds of Content Types and hundreds of nodes in a File Plan. Mapping the nodes in a File Plan to legal citations and managing this across a distributed enterprise with multiple farms, specific international requirements, and other local exceptions

Mike Alsup's profile image

Blog Entry
Can We Automate Retention?

In the lingo of records management, a navigational access structure is called a file plan. A file plan might have the following categories: Legal Activities Regulatory Activities Regulatory Board Activities Content that falls into Regulatory Board Activities will be retained for a certain period of time based on the industry and its statutory requirements

Susan Cisco's profile image