Filing scheme creation

Your unit’s 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 the records held on EUCLID or in the Finance and HR systems.

Start by reviewing the guidance.

Use the skeleton filing scheme as your starting point (don’t start from scratch).  You will find that the skeleton scheme contains a lot of headings for activities that your unit isn’t involved in, you can delete these from your scheme immediately.  From there it is a matter of amending elements of the skeleton scheme to fit the activities carried out by your unit, and adding the additional detail needed for your unit.

Skeleton filing scheme