SAP Records Management 

Purpose

Records Management is a standard solution for the electronic management of records.

Quick access to information is a key factor for performing business successfully. Records Management guarantees this quick access. In one record, all information objects of a business transaction are grouped together in a transparent hierarchical structure.

By converting paper records to electronic records, you can enjoy all the advantages of a paper-free office: No storage costs for records, no cost-intensive copying procedures, and optimal retrieval of information.

However, SAP Records Management not only provides an electronic representation of the conventional paper record, but also offers functions that far exceed those available for conventional records management: you have fast and secure access to archived documents. You can enter Office documents and notes directly in a record, using document templates if required. You can include Internet or intranet pages in a record. In addition to documents, you can also integrate other diverse electronic elements (the elements can originate from the local SAP system, from other SAP systems, or from non-SAP systems):

·        Business Objects

·        Transactions

·        Reports

These integration options mean that the record provides a universal view of all the information objects that exist for a business process. Access to information is facilitated. The user no longer has to navigate through systems to find information objects, because all the information objects for the whole record are available in one structured view. Clicking on an object in this view displays it directly.

In addition, the integration of the WebFlow Engine and an ad hoc workflow tool enables you to efficiently control your processes from the record: Predefined workflows can be included in a record and started from the record. Users can, however, also define ad hoc workflows in the record. If they do so, users send record elements in an electronic circular to employees and determine the employees’ tasks. This process is logged and can be traced from within the record.