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Accessing the File Plan

Access the File Plan to view, create, and edit the structure of the records management hierarchy.
  1. Enter the Records Management site.
  2. On the banner, click File Plan.

    The File Plan page displays.

  3. Click Simple View to display only basic item details (title, modification date and time, user responsible for the modifications) for the content items. Click Detailed View to display the summary view.

    The Hide Folders/Show Folders button lets you change the view to display both folders and records, or display only the records in the File Plan main view.