Creating 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

Before configuring a retention plan set, you must configure the retention plans that will be associated with the set. To configure retention plans, see Creating Retention Plans.

To create 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. Enter a name for the set and click Create. The Retention Plan Set - Settings dialog box is displayed.
  3. Enter a detailed Description of the retention plan. The description should provide information about the retention plan and how it will be used.
  4. Click Save.
  5. Click Retention Plans. The Retention Plan Set - Retention Plans dialog box is displayed.
  6. Select the Keyword Type on which retention plan assignment will be based. Refer to the Keyword Type Specifications.
    Note:

    Once a retention plan is added to the set, the associated Keyword Type cannot be changed. All assigned plans must be removed before you can change the Keyword Type.

  7. In the lower-left field, type a Keyword Value to associate with a retention plan.
  8. From the adjacent drop-down, select the retention plan to associate with the Keyword Value.
  9. Click Add.
  10. Repeat for each value to be associated with a retention plan.
  11. Click Close.
  12. Assign the retention plan set to the Folder Type in Folder Type configuration.
    CAUTION:

    Once a retention plan set is assigned to a Records Management Folder Type and a folder is created of that type, the settings of the retention plan set cannot be edited.