Define how information is classified, retained, and disposed of.

File plans provide the structural backbone for compliant records management by defining classification, retention, and disposal rules across the organization.

Clear classification. Define how information is organized and retained.

Reduced risk. Prevent incorrect storage or premature disposal.

Long-term control. Support compliant records management over time.

Product overview

Classification and retention framework

  • Hierarchical classification structures
  • Retention and disposal rules
  • Consistent application across records
  • Support for legal and archival requirements
  • Organization-wide governance
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Key benefits

Legal alignment
Information is classified and retained according to legislation and policy.
Reduced risk
Clear rules prevent incorrect storage or premature disposal.
Consistent structure
All records follow the same classification logic.

Core capabilities

Classification structure
  • Define classes and sub-classes
  • Apply structure consistently
  • Support complex organizations
Retention rules
  • Set retention periods
  • Define disposal actions
  • Support approvals where required
Central governance
  • Manage file plans centrally
  • Apply updates organization-wide
  • Maintain long-term consistency

How it works

Approvals are surfaced to decision-makers through F2 Manager and F2 Touch, allowing secure review and action while maintaining full auditability.

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How it works

A few simple steps are all that are needed to ensure a consistent and compliant process:

  1. Administrators define request types with workflows and rules
  2. Users submit requests using structured forms
  3. Requests are routed automatically to the right roles — also externally
  4. Decisions and approvals are documented
  5. Requests are completed with full audit trail

All steps are managed within the shared data model of cBrain F2, ensuring consistency across processes and products.

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How it works

A few simple steps are all that are needed to ensure a consistent and compliant process:

  1. FOI requests are received via email, portals, or internal registration
  2. Requests are automatically structured as FOI cases
  3. Documents are collected, reviewed, and approved within the workflow
  4. Decisions and disclosures are formally documented
  5. Responses are sent with full traceability and audit logging

All steps are handled within the shared data model of cBrain F2, ensuring consistency and reuse across the organization.

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Use cases

Records classification

Ensure records are classified correctly from creation.

Retention management

Apply consistent retention across the organization.

Archival preparation

Support transfer or disposal in line with policy.

Trusted by government leaders

“File plans gave us a clear, shared structure for managing records.”
Head of Information Governance
“We reduced uncertainty by defining retention rules centrally.”
Records Manager
“The classification structure makes audits far more predictable.”
Internal Audit Lead

Security & compliance

Retention control

Records follow approved retention and disposal rules.

Audit readiness

Classification and actions are fully traceable.

Access governance

File plan structures respect role-based access.

Frequently asked questions

Are file plans configurable?
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Who manages file plans?
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Do file plans affect existing records?
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Ready to see how we can help you?

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How it works

Administrators define file plans that automatically govern how records are classified, retained, and disposed of throughout their lifecycle.

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