Information

You can also add individual groups to the filing plan.

Method

1. In the filing plan, select the group where you want to create additional groups.

2. On the Start tab, click New folder.

3. In the New folder dialog box, select the Filing plan metadata form.

4. Complete the required fields.

Keyword lists are available for some of the fields on the Files and Management tabs. You have the following options:

• Select an element: All entries appear via the menu at the end of the field. Select the element.

• Select multiple elements: Using a separator (¶), you can string multiple elements. In this case, you can only select the first element. Right-click to insert a separator. You will have to enter the other elements manually, separated by separators.

• Select all elements: To select all elements, enter an asterisk (*).

On the Files tab, you can select a unit under Unit for retention period. If you also enter a number to the Retention period field, the system automatically calculates the retention period for elements that are created within this group.

On the Options tab, select sol.Filing Plan under Entry type as the icon for the group.

Result

The group is created at the selected position in the filing plan.

Outlook

It can now be filled by creating files via Public Sector > Create file.