Initial Screen: Organizer

Role-Based View

You can start all activities from the role-based view. For example, you can create new cases and search for existing cases. The role-based view can be individually compiled in Customizing for each role. In the IMG, choose SAP Web Application Server -> Basis Services -> Records Management -> Create Role-Based View. In the standard setting, there are three hierarchy levels:

• The first hierarchy level contains only one node. This specifies the name of the current Records Management System (RMS). You can only execute all subsequent activities within this RMS.

• The second hierarchy level contains folders, for example, a folder for Cases. Additional folders can be displayed here. Which folders are displayed depends on the Customizing settings.

• The third hierarchy level contains the element types that correspond to the folders.. Element types group together similar elements. You can use the functions in the context menu for each element type to create or search for the corresponding elements.

History

This contains the last 30 elements you have edited. In addition to all the elements that you have opened within a case record, the History includes the actual cases that you have processed. The element edited last always appears at the top of the list.

You can use the History as a starting point for displaying or processing elements. To do this, you select the element, open the context menu, and choose one of the activities offered.

Favorites

Here you can group together and classify elements that you frequently use.

You can use Drag&Drop, or choose Add Link to Favorites from the context menu to copy elements from the History into the Favorites.

You can create your own folders to form a hierarchy in the Favorites. To do this, position the cursor on an existing folder and choose Activities  Create Folder. The new folder is created one hierarchy level lower.

Resubmissions

Resubmission In this area, you can set elements to be resubmitted. All elements are displayed for which the resubmission date is the current date or earlier. If the due date has passed, the elements are marked in red. You can choose Change to change the resubmission entry at any time. To display the element, you choose .

To include an element in the resubmission, place the cursor on the element in the History or the Favorites, and choose Resubmission. A dialog box is displayed. In the Submit On field, enter the date on which the element is to be submitted. In the Due On field, enter the date by which the element must be processed. Additionally, you can enter notes for resubmission in the Action field. You fill the fields Priority and Status by using the input help.

Inbox

Inbox In the inbox area you can display your current work items and deadline monitoring items. To refresh the content of the inbox, you choose . To perform activities for the work items or for deadline monitoring, you select the relevant element, and you choose Activities in the context menu. The following activities are available:

• Display:

  Displays the technical information of a work item or a deadline monitoring item.

• Log:

  The work item or the deadline monitoring item branches to the log display.

• Execute:

  Starts the execution of a work item or a deadline monitoring item.

• Forward:

  Work items are forwarded to another processor. This activity cannot be performed for deadline monitoring.

• Include in History:

  The work item or deadline monitoring item is displayed in the history.