Set the default file plan
Default file plan configuration settings are available for:
- The IBM InfoSphere Enterprise Records application - From the Workplace Site Preferences > General page, the System Administrator can specify the file plan that acts as the default file plan when users log on to the IBM InfoSphere Enterprise Records application.
- Individual IBM InfoSphere Enterprise Records users - From the IBM InfoSphere Enterprise Records application's Configure tab, you can specify the default file plan that displays in the IBM InfoSphere Enterprise Records application for the currently logged-on user. If you need to work with a different file plan than the one currently being displayed, you can use this configuration setting to select a different file plan. If set, this setting overrides the Site Preferences General setting.
- Workplace - From the Workplace Site Preferences > Object Stores page, the System Administrator can specify the default file plan used by Workplace to determine what file plan information to display when a user performs records-related tasks (such as declaring a record or creating a record entry template that uses this object store).
NOTE If neither the user preference nor the site preference for the IBM InfoSphere Enterprise Records application have a default file plan set, the system searches for an FPOS in the system and uses the first available file plan in the FPOS as the default.
To set the default file plan for a user
- Select the Configure tab and then click Set Default File Plan. A list of available object stores for which you have set the Support File Plan site preference displays.
- Click the object store that contains the file plan that you want to set as the default file plan. The system displays a list of available file plans in the selected object store.
- Click the file plan that you want to set as the default file plan then click Accept.
NOTE The current default file plan displays above
the Set Default File Plan link in the Configure tab. Click Reset Default File Plan to
clear the user preference for the default file plan.
To set the default file plan for the IBM InfoSphere Enterprise Records application
- Launch Workplace and sign in as a member of the Application Engine Administrators group.
- Select the Admin tab and click Site Preferences.
- On the General information screen, scroll down to the Records Management section and click Default File Plan. The system displays a list of available object stores for which you have set the Support File Plan site preference.
- Select the object store that contains the file plan that you want to set as the default file plan.
- Select a file plan from the list of available file plans.
- Click Accept to select the file plan as the default, or click Close to exit.
- Click Apply to save your changes.
- Click Exit.
To set the default file plan for Workplace
- Launch Workplace and sign in as a member of the Application Engine Administrators group.
- Select the Admin tab and click Site Preferences.
- Select the Object Stores page to display a list of available object stores for which you have set the Support File Plan site preference.
- Select the object store that contains the file plan that you want to set as the default file plan.
- Scroll down to the Records Management section and click Default File Plan.
- Select a file plan from the list of available file plans.
- Click Accept to select the file plan as the default, or click Close to exit.
- Click Apply to save your changes.
- Click Exit.