Activities for Elements (SAP Library - Records and Case Management)

Activities for Elements

Use

On your electronic desk, you can find all functions for individual elements (for example case or incoming post item) of the standard system under Activities or in the context menu.

You can also call these functions using the icons in the processing area of an element in the function toolbar.

The activities (functions) displayed depend on which element you are editing. The functions in the context menu and in the function toolbar can also be different.

Prerequisites

You are on the electronic desk screen in the area History.

In the case of subordinate elements such as cases in records or documents in cases, you can also call the context menu in the processing area of the super-ordinate element.

Features

The following activities are available in the area History in the standard system for the elements inserted there:

Activities for Elements

Activity	Elements	Icons in Function Bar	What You Should Know
Display	Case, Incoming Post Item, Document, Record, Record Plan, Record Model, Model for Case Container	Display<->Change
Display Attributes		Attributes
Change		Display<->Change
Change Attributes		Attributes	You can only change attributes in the change mode of the element
Delete		Delete
Information			Technical specifications relevant for the administrator
Where-Used List
Delete from History
Add to Personal Files
Resubmission
Download Save as Local File	Case, Incoming Post Item, Document, Record Plan, Record Model, Model for Case Container	Download	The element is still in Records and Case Management and can be edited there
Upload	Document, Record Plan	Upload	The system automatically creates a new version of the element during the upload
Print (Attributes and Content)	Case, Incoming Post Item, Document, Record, Record Plan	Print	See Printing Elements.
Change Status	Case, Document, Record, Record Model, Model for Case Container		You can only create records and cases if the record model and the model for case containers have the status Released The process route of a case only starts if the status of the case is set to In Processing Changing the status has no affect on the further processing for records and documents
Create Copy	Record Plan, Document, Record, Model, Model for Case Container		The copied element contains the same attribute values as the original. Only the short description is altered: The prefix Copy from is added
Display Log	Case, Incoming Post Item, Document, Record	Display Log Entries
Send E-Mail	Case, Incoming Post Item, Document, Record	Send as Mail	See Send Element as E-Mail.
Reassign	Case, Incoming Post Item, Record		See Reassigning Elements.
Display Current Location of Contents	Case, Record
Display Variants · Display Record Elements in List · Display Record Elements Chronologically	Record		See Display Variants for Records.
Generate and Store Export Format	Record		See Exporting Records.
Check Out	Document	Check Out	See Processing Documents.
Check In		Check In
Open Document		Open Document
Close Document		Close Document
Preview	Incoming Post Item		Only the attributes are displayed, the contents of the incoming post item are hidden

Activities

You can access the list of the activities by marking an element type This graphic is explained in the accompanying text and selecting Activities or display the context menu by right clicking.