Closing Files

It is difficult to decide when it is appropriate to close a file and the topic is explored in more depth in the File Management and Diary Systems module. At a minimum, you must determine that all the work required on the file has been completed and reported upon, and that no potential future updates need to be put in place other than possible file destruction reminders. Once you have decided it is appropriate to close a file and remove it from your active records, you can strip certain documents from the file before it goes to storage, but you must be systematic.