File Plan

The basic structure in records management that groups together records with similar characteristics. File plans cam be a subset of the entire DOE/GRS record schedule series that would be specific to an organization, project, program, or location with an agency. At a minimum, a file plan includes the series, description, disposition instruction (retention) and authority, and other specific instructions that provide guidance for effective management of records (e.g., identifying number, title, organizations, locations) (36 CFR Chapter XII subchapter B, 36 CFR 1220.34(i), and 36 CFR 1225.12(b)).