Question:

How to delete a Content Plan Join after the Content Plan is generated in Vault RIM?

Answer:

Please follow these steps to delete a Content Plan Join:

1. If a new Join is taking the place of the Join being deleted, create the new Join on the Submission.
   
   
2. Find all Modules related to the Join in the Submission Content Plan and Delete them.  Do not set them to inactive.
   
   
3. In the case of an Indication or other Objects that are also on documents as a reference, remove them from those documents.  This includes documents that may not be on this Submission or Application.  Note the documents updated so that this can be re-add in a later step.
   
   
4. On the Submission, delete the Join that is no longer needed.
   
   
5. From the Submission All Actions Menu, select Update Content Plan.
   
   
6. Confirm the Submission Content Plan updated correctly.
   
   
7. If the Object is referenced on any documents and was removed in Step 3, re-add it to those documents that still need it.   

Related Documentation:

Vault Content Plan Help Documentation: 

• Configuring Submission Content Plans (RIM)
• Using Submission Content Plans (RIM)