Navigating to the Records Planner 

You use the Records Planner when you want to:

·        Create a new file plan

·        Edit a file plan that you have already created

These 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  Activity → Create.

The Records Planner is displayed. Use () 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.

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