SAP Records ManagementHow To Use This DocumentationFirst StepsIntroduction to TermsRecords Management InterfacesInitial Screen: The Records OrganizerNavigating to the Records BrowserNavigating to the Records ModelerNavigating to the Records PlannerEditing Tool for Records: The Records BrowserUser-Specific SettingsEditing RecordsDisplaying Record Elements in a ListPrinting a RecordExporting RecordsEditing Tool for Documents: Document ClientCreating a DocumentEditing Tool for Record Models: The Records ModelerUser-Specific SettingsCreating a Record ModelEditing Tool for File Plans: The Records PlannerCreating a File PlanAssigning a Record to a File Plan PositionCircular and Process RouteCreating a Circular and a Process RouteExecuting a Work Item for a CircularAssigning Attribute ValuesAssigning KeywordsGenerating Record Numbers and Document NumbersSearchingSearching by KeywordsCross-Element Type SearchActivities for Element Types and ElementsArchiveLink DocumentsBusiness ObjectsHCM InfotypesWorkflowsWork ItemsTransactionsReportsURLsNotesAdministration Data of Paper DocumentsBDS DocumentsAlternative Display OptionsDisplay Using Web FoldersSetting Up Web Folders in Windows ExplorerCustomizing for the WebDAV ServerWorking with Web FoldersDisplay in the Enterprise PortalWeb Display CustomizingCustomizingStandard Service Providers SuppliedBack End of the Generic Service ProviderUsing the Knowledge Provider for StorageStandard Content Models for Records ManagementDisplaying Standard Content Models for Records ManagementCreating and Editing New Content ModelsUsing WebDAV for StorageService Provider for Record ModelsService Provider for RecordsService Provider for DocumentsService for MS Word DocumentsService Provider for Document TemplatesService Provider for NotesService Provider for Administration Data of Paper DocumentsService Provider for File PlansService Provider for Cross-Element Type SearchesService Provider for Business ObjectsCreating a Logical System and an RFC DestinationDefine Possible Subelements of Business ObjectsGeneric Service Provider for Business ObjectsService Provider for ArchiveLink DocumentsService Provider for TransactionsService Provider for ReportsService Provider for HCM InfotypesCreating Personnel Records AutomaticallyService Provider for URLsService Provider for CircularsService Provider for SAP Business WorkflowsService Provider for Work ItemsService Provider for BDS DocumentsExample of Dynamic Service ProviderKeyword CatalogSetting Up the Keyword CatalogRecord Number GeneratorProperties of Generation RulesCreating and Displaying Generation RulesDescription of the Rule ElementsProperties of Rule ElementsAssigning Generation RulesStatus ManagementStandard EventsWorkflow Customizing for the Process RouteAdministrationRole MaintenanceThe Authorization Concept for Working with Records ManagementAuthorization Check for the Generic Service Provider Back EndAuthorization Check for the Service Provider for RecordsAuthorization Check for the Keyword CatalogAuthorization Check for Circulars and Process RoutesThe Authorization Concept for CustomizingLoggingArchiving in SAP Records ManagementTechnical Details About ArchivingActivating Archiving FunctionsMonitoringBest Practices for Implementation ProjectsIntegration and ExtensionIntegration into an SAP ApplicationAdding FunctionsCase ManagementInitial Screen: OrganizerNavigating to a CaseThe Called Case ScreenCreating NotesCreating a Process RouteCustomizingStandard Service Providers SuppliedService Provider for CasesService Provider for the Case LocatorService Provider for Case NotesService Provider for Case RecordsRole MaintenanceArchiving in Case ManagementTechnical Details About ArchivingActivating Archiving FunctionsMonitor ArchivingRecords and Case ManagementElectronic DeskScreen Area: Selection Work AreaWorking Environment for ProcessorsProcessing Area: CaseProcessing Area: Incoming Post ItemIncoming PostCreating CasesProcessing Incoming Post ItemsProcessing CasesEntering MemosCreating Process RoutesDigital Signing of DocumentsConfiguration: Digital Signing of DocumentsDisposalReports for DisposalDefining Retention PeriodsDetermining the Disposal StatusDeleting Temporary ObjectsEnhancements of the Standard Service ProviderEnhancements – Service Provider for Record Plans (File Plans)Service Provider for Incoming Post ItemsStandard Content Models for Public SectorValues for Connection ParametersAuthorizationsActivities for Element TypesSearch by ElementSearching for Elements Using the Search QuerySearching for Elements by AttributeCurrent Location ListActivities for ElementsResubmissionDisplay Variants for RecordsPrinting ElementsSending Elements as E-MailReassigning ElementsProcessing DocumentsFunctions for The National Archives (TNA)Document Management in the FileplanGenerating a Unique IndicatorProcessing DocumentsDeclaring DocumentsReassigning Elements in the FileplanCross-Service Provider SearchMetadata in the FileplanOverview of the Standard Metadata in the FileplanPassing on MetadataExample: Differentiated Inheritance Setting in the FileplanMass Processing of Folder MetadataDisposal for The National ArchivesRoles and Authorizations for The National Archive