Optimizing Records Classification for File Plans with IDA
File plans play a crucial part within records management systems, ensuring control over an organization’s written materials. A file plan generally provides a structured framework for both the creation of new files and the retrieval of existing ones. Complexity can vary significantly, depending on the industry and the use case. File plans include guidelines for classification, folder structure, naming conventions, and retention periods, among other aspects.
Records classification is a pivotal step when implementing a file plan, encompassing the categorization and labeling of large document volumes.
Explore how the IDA software suite can optimize your records classification.