Upcoming Training | Email Management
Filing Best Practices | Introduction to Records Management | File Plan Development
Scanning 101 | Disposing of Old Records

File Plan Development

A file plan lists the records in your office, and describes how they are organized and maintained. A good file plan is one of the essential components of a recordkeeping system, and key to successful records management. It can help you:

  • document your activities effectively
  • identify records consistently
  • retrieve records quickly
  • disposition records no longer needed
  • efficiently follow University policy

This workshop will walk attendees through the steps of identifying their records and what information should be included as part of the file plan. Attendees will leave with ideas about how to document and organize their paper records as well as their electronic documents.

Learning Outcomes:

At the conclusion of this 20 minute video, participants will:

  • Know why having a file plan is a benefit to their department
  • Understand the components that make up a file plan
  • Be able to identify the records in their departments
  • Have started the process of creating their own file plan

To register for this video:

  1. Navigate to For Employees
    • Select Self Service
    • Select Learning and Development
    • Select Request Training Enrollment
    • Search by Course Name (File Plan Development Online) or Course Number (EFP001)
    • Choose View Available Sessions
    • Click the Session number (There should only be one listed. Disregard the start date.)
    • Select "Submit"
  2. Verification of your enrollment will be sent by e-mail from Workplace Learning and Performance
  3. Records Management will send you the direct link to the full File Plan Development video once you’ve completed registration.

If you have any issues with registration, view the registration tutorial or contact recordsmanagement@depaul.edu

If you have any questions about the information in the video, please contact the Department of Records Management at recordsmanagement@depaul.edu or 2-7941.

Prefer to take this session in person? Check the Upcoming Training page for information on available in-person sessions.

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