Navigating to the Records Modeler

Procedure

You navigate to the Records Modeler when you want to:

Create a new record model
Display or edit a record model that you have already created.

The text below describes both activities.

Creating a record model

In the Role-Based View area, expand the Record Models node.
Select an element type and choose Activity Create.

The Records Modeler is displayed. This is where you create the record model. Use ( ) to display your newly created record model. If you expand the overview tree, the default setting displays a header node and a model node Worklist. The system creates these for elements that are inserted automatically in the record (by a workflow or a report), and which cannot be assigned to a specific node.

For the procedure for creating a record model, see Creating a Record Model.

Editing a record model that you have already created.

Record models that you have created in the Records Modeler automatically appear in the History area of the Records Organizer. If the record model is no longer in the History, (only the last 30 elements are listed), you can insert it back into the worklist at any time using Search.

Select the record in the History or in the Favorites, and choose Start of the navigation path Activity Next navigation step Change End of the navigation path . The Records Modeler is displayed and you can continue editing the record model.