Chapter 5. Creating the File Plan

This chapter explains how the Records Management File Plan is constructed within Alfresco. In the last chapter, we then saw how documents can be modeled as document types within the Alfresco Content Model and can be configured to store almost any kind of file content and metadata. This chapter focuses on the building of a classification and organizational structure called the File Plan. It is within the File Plan where we will store records.

In this chapter, we will describe:

• The benefits of having a well-designed File Plan

• How to design the best structure for the File Plan to meet the needs of your organization

• How to create a File Plan within the Alfresco Share Records Management site

Alfresco Records Management is built based on the specification of the DoD 5015.2 File Plan. We will see how to create record Series, Categories, and Folders that are compliant with that specification.

At the end of this chapter, in a "How does it work?" section, we will discuss...