Entering content frameProcedure documentation Navigating From the Records Organizer to the Records Planner Locate the document in its SAP Library structure

You use the Records Planner when you want to:

The three activities are described below.

Creating a file plan

  1. In the Role-Based View area, expand the File plans node.
  2. Select an element type and choose This graphic is explained in the accompanying text Activity ® Create.

The Records Planner is displayed. Use (This graphic is explained in the accompanying text) to display your newly created file plan. For the procedure for creating a file plan, see Creating a File Plan.

Editing a file plan that you have already created

File plans that you have created in the Records Modeler automatically appear in the History area of the Records Organizer.

Note If you edit the file plan regularly, we recommend that you add it to your Favorites list.

Select the file plan in the History or in the Favorites, and choose This graphic is explained in the accompanying text  Activity ® Edit.

The Records Planner is displayed and you can continue editing the file plan.

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