AssetWise CONNECT Edition Implementation Guide

Creating a File Plan Component

A file plan is the plan for how you intend to handle the documents that your organization considers as "records". The file plan usually includes the retention schedule for different types of records, indicating how long the records should be kept. The file plan may also specify who is responsible for managing the record and who is able to access the record for viewing.

Follow these steps to create a File Plan component:

  1. In AssetWise Director, expand the Classes and Attributes node in the tree, navigate to File Plan Components.
  2. Click the Create New icon in the Tool bar, to create a new file plan component.
  3. Enter a Code, Name, and Description for the file plan component, in the boxes provided. For example,
Parent topic: Records Management