How often should the records custodian review the file plan?

The correct answer is that the records custodian should review the file plan at least annually. This periodic review is essential because it ensures that the file plan remains relevant and effective in managing the organization's records. By reviewing the file plan annually, custodians can assess whether the records management practices align with current operational needs and any changes in regulations or best practices.

This annual review process also allows for updates to be made in response to new types of records being created, changes in personnel, or shifts in organizational priorities. Keeping the file plan up-to-date is crucial for compliance, efficient retrieval of records, and ensuring that the organization maintains integrity and accountability in its records management program.

Allowing at least a year between reviews strikes a balance, ensuring that the file plan is not overlooked yet is not overly burdensome to review more frequently than necessary.