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
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
@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?
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There is more than one reason to create a filing plan for your organization
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
To neutralize e-discovery cost and risk issues, organizations must classify documents with a proper filing plan and implement data retention and destruction policies
Compliance Requirements The following compliance and records management requirements can be satisfied through SharePoint add-on products, the extension of SharePoint frameworks, or via customization, depending on the time and budget available to your organization. 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. A folder is a construct representing the node. File plan management provides a user interface for the definition of specific attributes and levels of the file plan structure. File plan management should also include the ability to push the structure into a set of SharePoint constructs such as sites, libraries, and folders
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
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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
I've been pondering records custodianship and how in the realm of electronic records this process is so much easier as it is automated if the file plan is integrated with the electronic records management system
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