Add a file plan
IBM InfoSphere Enterprise Records supports one or more file plans per FPOS. Only a Records Manager or a Records Administrator can add a file plan.
To add a file plan
- Select the Configure
tab.
- Click
File Plans:

- Click
Add File Plan and perform
the following steps.
Set
properties
- Review the displayed properties. A red asterisk
indicates that you must specify a value for that property.
- Enter or modify the displayed property values. Some properties can be edited directly
in this page, while others require that you click the property name to edit the values.
For more information about displayed properties, refer to Properties
Reference.
- Click Next to continue.
Set
security
Security settings determine the groups and users who can access the file plan, and control the permissions granted to each group or user.
- Review the existing security settings.
- Click the user or group name in the Title column if you want to change the access rights for a specific user or group listed on the page. The Security Settings page displays, in which you can specify the security permissions of different users and groups.
- To add new users or groups to the list, click Add New. To remove an existing user or group from the list, select the Remove option for that user or group.
- To save modifications to security settings and complete the creation of
the file plan, click Finish.
- Click OK to acknowledge the message on successful
addition of a file plan and exit the Wizard.
NOTE The security settings that you specify here might be overridden by security markings set on the entity.