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

Application observations
Document Sharing
Form entries