The following permissions are required for users setting up records management:

• New Object Instances:
  • File Plan Component
  • File Plan Disposition Instruction
  • File Plan Disposition Order

• Link Independent Objects (persons and/or groups who are allowed to assign documents to file plans need this permission, this may include general users using AssetWise Web):
  • Document - File Plan Disposition Order
  • Break Relationship - optional, requires link permission

• System Information (assign persons or groups who need permission to):
  • Run File Plan Disposition Calculation
  • Set Up Scheduled Job