To create an application plan, complete the following steps.
The Mobile application plan type does not support
Records Manager functionality. To view records functionality, you must install a Records Manager license.
- In Management Console, in the left pane, under Select Department, select a department from the list.
- In the left pane, expand Application Plans and select an application plan type.
- In the right pane, on the Applications tab, select New.
- In the Plan Settings dialog box, select the General tab.
-
Under Information, complete the
following substeps.
- For Content Type, select the Document or Record option. You cannot change the content type once the application plan is created.
- In the Name field, type a unique name for your application plan.
- Optional. In the Description field, type a description for your application plan.
- Optional. Clear the Is active check box if you do not want this application plan to be active.
- Click OK.