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Process documentationUsage of Records in Investigative Case Management


During this process you use investigation records in Investigative Case Management. You can use Records and Case Management in the existing system environment for SAP Customer Relationship Management (SAP CRM). This records and document management system that has been designed for use in the Public Sector offers a number of organizational and cost benefits such as:

  • Fast centralized access options for all authorized employees to obtain the information they require.

  • Electronic records management

    • Reduces costs associated with storing paper records and record transportation times.

    • Makes it easier to view, hand over and dispose of records

This process represents a typical process flow that can vary on an individual basis, for example it does not specify when you print existing documents or the investigation record.


You have made the settings required for investigation records. For more information, see Customizing for Customer Relationship Management under Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Investigative Case Management Next navigation step Cases and Leads Next navigation step Investigation Record End of the navigation path.

Note Note

The assignment blocks Record and Filing Log are not displayed until you have configured a record creation profile and the system has created records.

End of the note.


  1. You create a case. If a record creation profile has been configured for this case, the system also creates a suitable record when it creates the case. For more information, see Creation of Records.

  2. You insert documents in the record. You can do this using various entities in an ICM case or from your local hard drive. For more information, see Filing and Uploading Documents.

  3. The system only logs insertion of documents in the record in a record filing log. This only affects documents that were added using the functions File or Upload.

  4. Print the investigation record. If you have completed an investigation and want to transfer the investigation record to the prosecutor, you can print the associated documents (that are for instance stored electronically in PDF format).

More Information

Records and Case Management