A file plan provides a structure for filing and retrieving records, generally using a controlled vocabulary.

File plans

A file plan may also be described as a classification scheme for arranging records based on the functions and activities of the organisation.

Such a scheme or file plan facilitates the creation and retrieval of electronic records, particularly where large amounts of data are involved.

A File Plan is an essential component of a records management programme developed in line with ISO 15489, the International Standard on Records Management.

File plans and their associated metadata are vital to the successful implementation of any Electronic Document Records Management system (EDRMS).

Electronic Document Records Management system (EDRMS)

An electronic document becomes an electronic record if it provides evidence of a business transaction and is saved and finalised within an EDRMS.

An EDRMS provides a corporate filing structure and facilitates the automatic disposal and retention of records.

Back to top