Screen Area: Selection Work Area

Work Environment

You can set up individual working environments for existing SAP roles in Customizing of Records and Case Management. The following section describes the standard system for the work environment, which contains three hierarchy levels.

• The first hierarchy level only has one node. It enters the name of a Record Management Systems (RMS).

• The second hierarchy level contains the folder that groups the elements under super-ordinate terms.

• The third hierarchy level contains the corresponding element types. Element types group elements that are assigned to the current RMS in Customizing.

The role "processor" is defined in standard system. If this role is assigned to a user, the element types record, case, documents, incoming post item and record plan are available for processing. You can find more information under Work Environment for Processors.

Private Folders

In the area , you can create your own folder structure and group all elements (such as cases and documents) you need for your daily work in it. Then you can process the elements in this area.

Resubmission

In the area , you can create a list of elements that were set to resubmission, using the resubmission date. This area allows the recorder to monitor deadlines and other dates. In addition to managing the list (export, print, send by fax or e-mail), the processor can change the resubmission date or set the resubmission to complete.

Work Basket

The area is divided into three areas, which are all divided into hierarchies.

• File

  In the area , you can only change the structure and contents if you have authorization to do so. The information relevant for all employees in your organization is available in this file. The file is usually the department file or the general file (notice board).

• Worklist

  The area contains the following folders.

  • 

    This folder contains all the cases created by the processors that have not yet been started.

  • 

    This folder contains all elements that have to be processed because they have been resubmitted by the processor. All elements that were set to the current date, or to an earlier date are displayed. Elements that have not reached their due date are marked in red.

  • 

    This folder contains all cases for processing by the processors.

  • 

    This folder contains all incoming post items for processing by the processors.

  • 

    This folder contains all cases the processor has accepted for processing.

  • 

    This folder contains all incoming post items the processor has accepted for processing.

  • 

    This folder contains a list with all tasks that enter the work basket from the SAP Business Workflow.

  • 

    This folder contains all cases that have not yet been completed. They were created by the processor and forwarded with an ad hoc-defined process route.

  • 

    This folder contains all elements whose processing period has expired. You activate deadline monitoring in the header data of the process route. You define which employee is responsible for deadline monitoring. They should receive a Work Item in this folder if a deadline is missed. You define the processing period for each process route item.

• For Resubmission

  In the area , you can set an element to resubmission, either for yourself or another employee. It contains all elements (own resubmissions) whose resubmission date has not yet been reached. If the resubmission date of an element is reached, the document is displayed in the area instead. Elements that you have set to resubmission for another employee are displayed in the area .

• Resubmission for Others

  All elements that you have to set to resubmission for other employees are displayed in the area . If the resubmission date of an element is reached, the document is displayed in the area of the employee responsible.

• Worklist for Substitutes

  The area is structured in the same way as the normal worklist.