Under what conditions will a file plan need to be constructed and approved?
A file plan needs to be constructed and approved when an organization needs to establish a standardized system for organizing, managing, and storing their records and documents. This is typically done to ensure compliance with regulations, improve efficiency, facilitate retrieval of information, and mitigate risks related to data management. A file plan outlines the structure, classification, retention periods, and disposition of records, and is often required for legal and operational reasons.