Information for staff > Records management > Records management guidance > Creating a filing scheme

Filing Scheme Creation

This guidance is intended for University staff responsible for setting up records management systems in their part of the University. It gives detailed advice on how to develop up a filing scheme.

The guidance sheets are available as rich text documents, Excel and Adobe PDF.  If you do not already have an Adobe Acrobat reader you can download one free from the Adobe web site.

• Adobe web site

Version 4, uploaded 23/07/04

• Guidance on filing schemes, plus all annexes - PDF

MS Office version:

• Creating a filing scheme guidance - rtf
• Creating a filing scheme guidance - pdf
• Annex I: Introduction to outline filing scheme - rtf
• Annex I: Skeleton filing scheme - Excel
• Annex I: Skeleton filing scheme - pdf
• Annex J: Scope notes for skeleton filing scheme - Excel

The following schools within the College of Humanities and Social Sciences have further developed the outline filing scheme to provide one that is especially suitable for schools: Divinity; Arts, Culture and Environment; and Philosophy, Psychology and Language Sciences.

• Schools' outline filing scheme - Excel
• Schools' outline filing scheme - PDF
• Schools' scope notes - Excel
• Schools' scope notes - PDF

Uploaded 14/02/05

If you have any comments about this guidance document, we would very much appreciate hearing them.  Please contact us with your feedback.

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Page last updated: Monday February 05 2007