Professional Records Management File Plan Template. While retention labels can be managed from data lifecycle management in the microsoft purview compliance portal, records management offers additional management capabilities, known as. It’s a way to keep your labels and your retention policies more organized.
This section provides the legal requirements and authority of the. 1) how your records are organized and maintained; How does a file plan work with electronic records?
Prepare a file plan document that gives details on: For most organizations, this is a simple. See a sample file plan workshee…
The radman plan template includes several sections that cover the main areas of records and data management that need to be accounted for. Learn how to create a file plan for your organization to describe the kinds, categories, retention, and disposition of records. This section provides the legal requirements and authority of the.
1) how your records are organized and maintained; While retention labels can be managed from data lifecycle management in the microsoft purview compliance portal, records management offers additional management capabilities, known as. The records file plan consists of column.
The state archives of north carolina has developed a number of tools to assist agencies with their records management responsibilities. The very first step is to get a tool for organizing your records management implementation. Steps to create a file plan.
This article describes the contents of a file plan and summarizes how to create a file plan for your organization. Each section includes a brief explanation. On the file plan page, you see all your labels with their status and settings, optional file plan descriptors, an export option to analyze or enable offline reviews of your.
