My Excel SUI File Plan

[Holding Pattern]

As I learn more and more about CAP, I discover that we really need a dedicated IT task force to make life easier on everything else. Like IT officers or something... oh wait, that's me!

Attached is my idea of a file plan. Glance at it, tell me if this a good starting point that will be useful to other people, what features I should add, etc.

Please note, this is an Excel 2013 template.

Also mods: Can you add *.7z as an acceptable file attachment? The file compression wars are over, and 7-zip won.

[Tim Medeiros]

Overall, not bad, you'll want to add in the option of a blurb about the units electronic records backup policy.  There are a couple of items that appear to be NHQ only in there as well.

You could also enter the cut-off/disposition since they don't change from CAPR 10-2 (a unit can't say, no, I'm going to destroy personnel records after 50 years instead of 5).

[TheSkyHornet]

Overall, not bad, you'll want to add in the option of a blurb about the units electronic records backup policy.  There are a couple of items that appear to be NHQ only in there as well.

You could also enter the cut-off/disposition since they don't change from CAPR 10-2 (a unit can't say, no, I'm going to destroy personnel records after 50 years instead of 5).

Very much agreed.

Backup, maintenance, retention, and disposal of records should be written out, even if requoting CAP's policies.

[Holding Pattern]

Ok, I've updated the spreadsheet. Awaiting round 2 of feedback!

[Holding Pattern]

Judging by the lack of responses, I'm assuming I've made a perfect File Plan that should be a benchmark for squadrons nationwide!

[THRAWN]

Actually, since your thread has nothing to do with uniforms, nobody is reading it. 

And it is a decent plan....

[JC004]

I would get rid of the table and rule - no reason for them.

...and any National-only items.  Heck, perhaps anything that's wing-only since it's an SUI thing and that doesn't apply at those levels.

[Tim Medeiros]

I would get rid of the table and rule - no reason for them.

...and any National-only items.  Heck, perhaps anything that's wing-only since it's an SUI thing and that doesn't apply at those levels.

Actually there is a reason, they are in the example file plan on Figure 1 of CAPR 10-2.


Like others said, for units, I'd remove higher HQ items.

[JC004]

Right, but that information is in the first column.  The reason for it in the regulation is that it serves as a reference when citing or changing the regulation.  On a file plan, it's duplication, but not the end of the earth. 

[Holding Pattern]

I left in each item from the regulation example because as a spreadsheet, each squadron/group/wing/NHQ level that considers using it can hide/show each section to display which ones they need.

Also while some things are self-evidently not a squadron item, I didn't want a possibility of confusion by an inspector not seeing a field and wondering why it isn't there.