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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

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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