Assigning a Record to a File Plan Item

Prerequisites

You have navigated from the Records Organizer to the Records Planner (see Navigating to the Records Planner). You are in change mode.

Context

You assign a record to a file plan item if you want to classify the record in a higher level registry. In addition to records, you can also assign other elements to file plan items.

Procedure


  1. In the file plan overview tree in the upper screen area, position the cursor on the file plan item to which you want to assign a record (or another element).

    The selected file plan item is displayed in the lower screen area.

  2. Choose .

    A dialog box is displayed, containing a list of all element types in order of type.

  3. If you want to assign a record to the file plan item, expand the Records node and choose the element type of the record that you want to assign to the file plan item. If you want to assign another element, expand the appropriate node and choose an element type.

    The search dialog box is displayed (see Searching). You can search for all elements that belong to the selected element type.

  4. Select an element from the hit list.

Results

The selected element is added to the file plan item. The type of the element is displayed in the hierarchy level above the element.