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Loading test data

You can load Records Management test data which creates a sample File Plan that you can use to get started.
Note: The test data is intended to give you an idea how a File Plan is structured. You don't need to load it if you don't want to.
  1. Click then Customize Dashboard.

    The Customize Dashboard page displays the current layout and configuration of your dashboard.

  2. Click Add Dashlets and drag and drop the RM Data Set Import dashlet onto the columns below:
  3. Click OK to save the dashboard configuration.

    The Import Data Set dashlet is added to the site dashboard.

  4. Select DOD 5015 Example Data from the Data Set menu on the new dashlet and click Import.

    A sample File Plan and associated data is imported to your Returns Management site. You can explore and edit the File Plan as you would with a plan you created from scratch.