Executing a Work Item for a Circular

Open Business Workplace (transaction SBWP), and choose Inbox -> Workflow.

You have a work item in your workflow inbox that contains the processing of a process route item. The text of the work item contains an option to link to the circular and the process route.

Execute the work item.

The system displays the Circular screen. This screen is divided into three areas:

In the upper screen area, the elements for you to process are displayed. You can display the elements by double-clicking them. On the far right there are the pushbuttons with the activity functions.

In the middle screen area, the processing steps and the corresponding processors of the circular are displayed.

The lower screen area contains the attachments for the circular. In the default setting, the link to the record from which the circular has been created is always included. You can double-click attachments to open them.

Select an element and execute an activity function by choosing the appropriate pushbutton.

The activity function you have selected is displayed one hierarchy level below the element. If other processors have already processed the circular before you, your entry is added under the entries of your predecessors.

Execute an activity function for each element.

If necessary, create one or more attachments in the lower screen area.

To create a new element as an attachment, choose . A dialog box is then displayed, in which you have to select an element type for the attachment. To create an element that already exists within Records Management as an attachment, choose . The attachments are also visible for all subsequent processors of the circular.

Choose Complete Circular Step.

The work item is completed. You are back in the Business Workplace. The user who is entered as the next processor for a process route item receives a work item.