IBM Enterprise Records, Version 5.1.+            

Modifying a naming pattern

You must follow specific steps to change a naming pattern

To modify a naming pattern:

  1. Select the Configure tab.
  2. Click Naming Patterns.
  3. Click the Get Info icon of the naming pattern to its Properties information page.
  4. Make any needed changes to the fields on this page and click Apply.
  5. Click Manage Pattern Level in the left panel Actions.
  6. Do one of the following:
    • To add a new level: Enter a new file plan level number, select the kind of entity it applies to, enter the pattern string and increment number, then click Add. (See Adding a naming pattern for help with these fields.)
    • To modify a level, select its radio button and modify any of the fields. Then click Edit.
    • To delete a level, select its radio button and click Delete.
  7. Click Exit to save changes and close the page.


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Last updated: August 2011
modify_a_classification_scheme_pattern.htm

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