To navigate to the Records Organizer, choose the following in the SAP Easy Access Menu: Records Management ® Start Records Management (transaction code organizer).

The Records Organizer is the initial screen in Records Management. You can navigate from the Records Organizer to all the other tools:

To start the Records Organizer, you need the authorizations of the authorization object S_SRMSY_CL. This is included in the SAP role SAP_BC_RM_USER (standard user for Records Management).

The Records Organizer is a navigation area from which you start your work in Records Management. The navigation area is split into two halves: In the upper section, you can activate either the Role-Based View, Favorites, or Resubmission. You can switch between these areas by choosing the appropriate button at the top of the display area. The History area is displayed in the lower section.

The four areas are described below.

In this screen area, you can check new elements into Records Management, or search for elements that have already been checked in.

The role-based view can be individually compiled in Customizing for each existing SAP role. The following only describes the standard setting, which contains three hierarchy levels.

• The second hierarchy level contains folders that group together elements under different headings.

This contains the last 30 elements you have edited. The element edited last always appears at the top of the list. The elements are not arranged according to a hierarchy.

The Where-Used List activity is available in the context menu for all elements. A dialog box is displayed containing a list of all the records in which the element is used. If the selected element is a record, the elements that the record contains and the underlying record model are displayed.

Choose to clear all elements from the History. The elements still remain in the Records Management System.

Here you can create and organize elements and element types. We recommend that you use your Favorites to keep the elements and element types that you most frequently use. You can start all activities from the Favorites.

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

To integrate element types into your Favorites: In the area Favorites, position the cursor on the uppermost node and choose Activities ® Create element type link. In the dialog box that is displayed, select an element type. In the next dialog box, select which folder to add the element to.

To create folders for organizing your Favorites into a hierarchy, position the cursor on the element/element type and choose Activities ® Create folder. The new folder is created one hierarchy level lower.

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 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.