Records Management

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 on computer drives, particularly shared drives, and paper files. 

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

Filing scheme creation

Setting up a filing scheme.

Skeleton filing scheme

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

Legal admissibility

Electronic records and legal admissibility.

Tracking paper records

Knowing the location of your records.

Inventory

Compiling a record of information held.