IBM Enterprise Records, Version 5.1.+            

Creating a file plan

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

Below are links to other topics that provide detailed information. The tasks are listed in the general order in which you should perform them. 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: August 2011
gs_create_fileplan.htm

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