SoftGuide > Functions / Modules Designation > File plan

File plan

What is meant by File plan?

A "records management plan" is a structured list or hierarchy of categories used to organize and manage documents and information within a company, organization, or administrative unit. The records management plan aims to establish a uniform and systematic filing structure to facilitate quick access to relevant documents, ensure compliance with retention periods, and efficiently manage documentation.

Typical functions of software in the "records management plan" domain are:

  1. Hierarchical structure: The software allows for the creation and management of a hierarchical structure of categories and subcategories according to organizational requirements and policies.
  2. Custom categories: The software allows for the customization of the records management plan by creating custom categories and assigning metadata to further describe and classify documents.

 

The function / module File plan belongs to:

Reports, logs and documentation

Age verification
Annual reports
Application observations
Assets
automatic analysis report
Cash audit log
Central documentation
Change documentation
Change logs
Configuration Wizard
create manual
digital construction file
Document Sharing
Documentation and manuals
documentation of calculations
Documentation of QM
Documentation systems
Expertise management
FAQs
Form dispatch
Form entries
Form generator
Form packages
form templates
Fuel log
IETMs (Interactive Electronic Technical Manuals)
Initial sample inspection report
Inspection reports
Inspection reports
Instruction history
IT documentation and IT visualization
Journey purpose templates
Journey purposes
laboratory notebook
Lifecycle History
Locking plan
log files
Logging
Logging of telephone calls
Machine documentation
manage manual
Management reports
Master data catalogs
Network Statistics
Operating instructions
Operations
Output Management
Overall documentation
Pace revenue reports
Personnel data management
Phone cost estimation
Phone number protocols
Photo documentation
Position and distribution lists
PPF/ PPAP inspection report templates
Protocols MQTT and HTTP
Record Manager
Recording reasons
Sample assessments
Security Management
Service call confirmations
Shift histories and production reports
Soundproofing certificate
Spreadsheets
Study evaluation
System changes
Task folder
Technical documentation
Test results
Thermal insulation certificate
Topic connection
topic tracking
Transaction documents
Travel log
User and time stamp
User manuals
Weld seam documentation

Software solutions with function or module File plan: