Filing scheme

Creating and managing systems to ensure your records are organised and accessible to those who need them.

You should create a filing scheme for your unit. A filing scheme is a system to organise records into meaningful files and series. The filing scheme should apply to all ‘unstructured records’ held by your unit.  Unstructured records include electronic records held within SharePoint sites, shared drives, and email accounts, and also files still held in physical formats.

Your filing scheme will not apply to ‘structured records’ contained in other systems, such as records held on EUCLID or in the Finance and HR systems.

Setting up a filing scheme.

Basis of a filing scheme, to be adapted by business areas as needed.

Electronic records and legal admissibility.

Knowing the location of your records.