Creating a File Plan

Prerequisites

You have navigated from the Records Organizer to the Records Planner (see Navigating to the Records Planner).

Procedure

The following text describes how to insert a node into the file plan. To insert more than one node, repeat the same procedure.

1. Select a node in the left-hand screen area and use to create the new node.

   The detailed display of the new node appears in the right-hand screen area.

2. In the right-hand screen area, enter a number for the file plan position, an ID, and optionally an additional explanation.

3. Choose (on the top right-hand side of the screen).

   The new node is displayed in the overview tree of the file plan (left-hand screen area).

4. Save the file plan.

   A dialog box is displayed, in which you can enter values for the attributes. For more information, see Assigning Attribute Values.