Creating and Using File Plans

This webinar is a great way for program and records management staff to learn how to properly manage paper and electronic records using a file plan without ever leaving the office!

This seminar provides a practical guide on how to create file plans. A file plan specifies how records are organized once they have been created or received, provides a finding and action guide to the records, and documents the procedures for destruction or transfer of the records.

This course covers the basics of how to create a file plan and answers questions such as:
• What is a file plan?
• What records do I need in my file plan?
• How do I conduct a records inventory?
• How do I determine how long to keep records?
• How do I implement a file plan?

Accessibility:
This video is fully captioned for audio accessibility. For visual accessibility, a detailed text description of the video's visual presentation suitable for screen readers is available here: www.archives.gov/records-mgmt/transcripts/creating-and-using-file-plans.pdf

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