Adding New Keyword Values to a Retention Plan Set - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Standard
Essential
Premier

Once a retention plan set is in use, then the Keyword Values currently assigned to the retention plan set cannot be changed. New Keyword Values can be added as needed, provided that they are not currently assigned to a managed folder associated with the retention plan set.

To add new Keyword Values to a retention plan set:

  1. In OnBase Configuration, select Document | Retention Plan Sets.
    Tip:

    To access retention plan sets through Folder Type configuration, click the Records Management tab, and then click Retention Plan Sets.

    The Retention Plan Set Configuration dialog box is displayed.

  2. Select the retention plan set you want to modify.
  3. Click Retention Plans. The Retention Plan Set - Retention Plans dialog box is displayed. A line separates the list of Keyword Values and their associated retention plans.

    • Keyword Values displayed above the line are read-only. Once a retention plan set is assigned to a folder, then the Keyword Values currently assigned to the retention plan set become read-only, and they cannot be removed.

    • Newer Keyword Values are displayed below the line, where they can be removed and re-assigned until the retention plan set is assigned to a new folder.

  4. In the lower-left field, type a new Keyword Value to associate with a retention plan.
  5. From the adjacent drop-down, select the retention plan to associate with the Keyword Value.
  6. Click Add. The new Keyword Value and retention plan are added below the line.
  7. Repeat for each new Keyword Value to be associated with a retention plan.
  8. Click Close.