Follow these instructions to set the default file plan.
Default file plan configuration settings are available
for:
- The IBM® Enterprise
Records application
- From the page, the System Administrator
can specify the file plan that acts as the default file plan when
users log on to the IBM Enterprise
Records application.
- Individual IBM Enterprise
Records users
- From the IBM Enterprise
Records application's
Configure tab, you can specify the default file plan that displays
in the IBM 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 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).
If neither the user preference nor the site preference for
the IBM 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.
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 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.