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What is a Records Series?

A series is the basic unit for organizing and controlling your files. Series are those file units or documents kept together because they relate to a particular subject or function, result from the same activity, document a specific type of transaction, take a particular physical form, or have some other relationship arising out of their creation, receipt, maintenance, or use.

The series concept is a flexible one, and programs should be careful to create series by organizing their documents in ways that facilitate management of the records throughout their life cycle.

Each record series should be created, managed and organized separately.

Each record series must be covered by a records schedule (see What is a Records Schedule?).

What You Should Know About Records Management

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