Creating containers and records

Creating file plan components such as records and the containers that hold them requires you to specify their type and their location in a primary hierarchy.

1. Click the Browse tab and select a view from the list.
2. Navigate to the list under the file plan component that you want to add an item.
3. Click Add. If you have more than one profile or default assigned to you, when prompted, select the profile and default that you want to use.
4. Select a component definition for the item you want to add to the file plan.
5. Click OK.
6. Specify any required information for this component by typing the required information in the fields marked with an asterisk (*).
7. To apply security classification settings to this component, clear the Inherited check box. You can enter the settings manually or click Classification Guide to apply a guide.
8. Click OK.
   1. If the component is a record and a content repository is available, specify the files on your hard drive or network that you want to upload. You can upload as many files as you want; they all correspond to this record. IBM® Records Manager automatically uploads each file to the repository.

• Inheriting field settings
  
• Declaring a record
  
• Editing file plan components
  You can edit file plan components. Some fields, such as Document Creation Date, are unavailable for update.
• Deleting file plan components
  
• Viewing file plan component properties
  
• Adding partitions