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Awasome Records Management File Plan Template. This section provides the legal requirements and authority of the. While retention labels can be managed from data lifecycle management in the microsoft purview compliance portal, records management offers additional management capabilities, known as.
See a sample file plan workshee… It’s a way to keep your labels and your retention policies more organized. What should the file plan include?
Currently, the records management office has created three adaptable plans. Steps to create a file plan. Create a records file plan for any office, bureau, region, or division of an agency.
Delineate who is responsible for managing the various kinds of records. It is a roadmap, listing different records maintained by the office, where and how they are stored,. This article describes the contents of a file plan and summarizes how to create a file plan for your organization.
The file plan template is available on the records management website. Each section includes a brief explanation. The radman plan template includes several sections that cover the main areas of records and data management that need to be accounted for.
3) when the task should be completed; The state archives of north carolina has developed a number of tools to assist agencies with their records management responsibilities. Show some sample file plans.
How does a file plan work with electronic records? 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 model file plans are designed for units to adjust to their own needs.
