IBM Enterprise Records, Version 5.1.2    

Creating a file plan

There are several things you need to do when creating a file plan in IBM® Enterprise Records. These items are related to security, naming patterns, volume names, workflows, actions, events, dates, disposition schedules, class, and property customization. These items are also related to adding locations, file plans, and folders.

Perform the tasks in the following list in the order they are presented. For example, you must perform some tasks, such as adding actions and events, before you perform other tasks, such as defining disposition schedules.


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Last updated: November 2013
gs_create_fileplan.htm

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