What’s the best way to organize electronic records?

Consider the experience of the user and how they need to access the records. Create folders to file similar records together. Arrange by function and then chronologically. Reference our resource that includes file structure examples by record type.  Also check out our tips on how to name files and folders. For a comprehensive plan, use our E-Record Policy Builder to create a standard operating procedure for your unit.

If you have questions, you can email our resident expert, Professor FilePlan (ProfFilePlan@uw.edu).