There are specific steps you must complete to add, modify,
or delete a File Plan Object Store record type.
Restriction: Before you can add or modify a record
type to an FPOS, you must have defined the disposition schedule that
you plan to associate with the new record type. See
Defining a disposition schedule for procedures.
To add a record type:
- Sign in as a Records Manager or Records Administrator and
select the Disposition tab.
- Click Record Types:

- Click Add Record Type:
.
- Enter a name for the record type (required).
- Optionally enter a description.
- Click Disposition Instructions and
click Select beneath the name of the disposition schedule you want
to use.
- Click Finish.
To modify a record type:
- Sign in as a Records Manager or Records Administrator and select
the Disposition tab.
- Click Record Type:

- Click the Get Info icon of the record type
you want to modify.
- Modify properties or security as appropriate. You do not need
to clear the disposition instructions before selecting another disposition
schedule.
- Click Apply and Exit the
information pages.
To delete a record type:
- Sign in as a Records Manager or Records Administrator and select
the Disposition tab.
- Click Record Type:

- Right-click the name of the record type and select Delete.
- Accept the confirmation to delete or click Exit to
keep the record type.