File Plan

This page gives an overview of how records are organized in the File Plan and how that File Plan can be used in the DM Classic Webtop. Understanding how records management works is key to using RM more knowledgeably and efficiently.

To make the best use of their records, users need to be able to find them quickly and easily. One way of ensuring this is to categorize all records using specific keywords or terms. A File Plan is precisely that: a controlled set of terms that allows users to index and retrieve files, documents, and records.

A File Plan includes a hierarchy of Terms that define the filing system and the Files and File Parts that are attached to those Terms.

A simple way to visualize the File Plan is as a tree diagram. The top-level term in the tree might encompass a wide range of activities that can then be represented by the more specific terms in the levels below it. Each of the terms below the top-level keyword can also have specific terms in the levels below them.

If your system administrator has assigned you the rights, you can see this File Plan tree in Navigation Tree on the DM Classic Webtop. You can browse the File Plan to find documents, or you can use the drag-and-drop feature to move a document from any search results page to a File Part to file it.

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