Creating Retention Plan Sets - Creating Retention Plan Sets - OnBase - Records Management - OnBase/Records-Management/Foundation-24.1/Records-Management/Configuration/Configuration-Overview/Creating-Retention-Plan-Sets - Foundation 24.1 - Foundation 24.1

Retention plan sets allow folders of the same Folder Type to be assigned different retention plans. The retention plan assigned to a folder depends on the folder's value for a specific Keyword Type. If this value changes, the retention plan is updated to reflect the new value.

Retention plan sets can be assigned to a managed Folder Type as long as no folders based on that Folder Type exist in OnBase. The retention plan set's settings, retention plans, and event set cannot be changed if a folder based on the assigned Folder Type exists.

Read the following topics:

• Keyword Type Specifications

• Creating a Retention Plan Set

• Adding New Keyword Values to a Retention Plan Set