To create a schedule:

1. Under Retention, select Schedules.

   Figure: Selecting Schedules

   

2. Select Add Schedule.

   Figure: Select Add Schedule

   

3. In the Add Schedule dialog, enter the schedule name in the Title field.

   Figure: Add schedule details

   

4. (Optional) Enter the description in the Description field.

5. (Optional) If you want to use the retention policy defined in iManage Work, enter the retention ID in the Retention ID field. The value provided in Retention ID should exactly match the value provided in iManage Control Center. For example, if the value described in iManage Work is DESTROYONDATE. Then, make sure that DESTROYONDATE is entered in the Retention ID field. If the values don’t match, the iManage Disposition Manager doesn’t apply the value described in iManage Work.

6. Select Add Events. The Add Events to the Schedule dialog opens within the Add Schedule dialog.

   Figure: Add events

   

   1. Select for all the events you want to add to the schedule. You can add one or more events to the schedule.

   2. Select Confirm Events. The selected events are added to the schedule.

      Figure: Add events to the schedules

      

      You can remove the events added by selecting .

      Figure: Checking events and adding schedule

      

7. Select Add. The schedule is created and added to the Schedules page.