Creating a File Plan
A file plan is the plan for how you intend to handle the documents that your organization considers to be records. The file plan usually includes the retention schedule for different types of records, indicating for how long the records are to 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 and setup a File Plan and then link it to the File Plan component, in AssetWise.
- Open AssetWise Director.
- From the View menu, select System Administration.
- In the System Admin tree, navigate to File Plans.
- In the File Plans group, click New to create a new file plan. The File Plan opens, for example:
- Enter a Code, Name, and Description for the file plan, in the appropriate boxes.
- Ensure that Enabled is selected.
- In the RTC (Record Type Class) box, select the file plan component class to associate with this file plan.
- In the Destruction Disposition Definitions topic, click New.
- Enter a Name and Description, in the appropriate boxes.
- Define the criteria for the disposition rule. For example,
- Link the disposition rule to its file plan.
- In the File Plans topic, link the document's template, to the appropriate file plan. For example,
