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.
-
Click
then Customize
Dashboard.
The Customize Dashboard page displays the current layout and configuration of your dashboard.
- Click Add Dashlets and drag and drop the RM Data Set Import dashlet onto the columns below:
-
Click OK to save the dashboard configuration.
The Import Data Set dashlet is added to the site dashboard.
-
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.