Assign a record category to a policy - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-retention-policies/Assign-a-record-category-to-a-policy - 2024-04-02 - You can assign a record category to a policy. To assign a record category to a policy, complete the following steps.

You can assign a record category to a policy. To assign a record category to a policy, complete the following steps.

1. In Management Console, in the left pane, in the Select a Department list, select a department.
2. Click Records > File Plans
3. On the File Plans tab, select a file plan and then click Modify.
4. In File Plan Designer, right-click a record category and then click Modify.
5. On the General tab, select a policy from the Policy list.
6. Click OK.
7. In File Plan Designer, click Save.