Entering content frameProcedure documentation Executing a Work Item for a Circular Locate the document in its SAP Library structure

Prerequisites

You are entered as an agent for a process item in a process route. The agent of the preceding process route item has executed and completed their work item.

Procedure

  1. Open Business Workplace (transaction SBWP), and choose Inbox -> Workflow.

    2. You have a work item in your workflow inbox that contains the processing of a process route item. The text of the work item contains an option to link to the circular and the process route.

  2. Execute the work item.

    3. The Circular screen appears. The screen is divided into two areas:

    In the upper screen area, the elements for you to process are displayed. You can display the elements by double clicking on them. On the far right are the pushbuttons with the activity functions.

    The lower screen area contains the attachments for the circular. In the standard setting, the link to the record from which the circular has been created is always included. You can double click to open the attachments.

  3. Select an element and execute an activity function by choosing the appropriate pushbutton.

    4. The activity function you have selected is displayed one hierarchy level below the element. If other agents have already processed the circular before you, your entry is added under the entries of your predecessors.

  4. Execute an activity function for each element.
  5. If necessary, create one or more attachments in the lower screen area.

    6. To create a new element as an attachment, choose This graphic is explained in the accompanying text. A dialog box is then displayed, in which you have to select an element type for the attachment. To create an element that already exists within Records Management as an attachment, choose This graphic is explained in the accompanying text. The attachments are also visible for all subsequent agents who process the circular.

  6. Choose This graphic is explained in the accompanying text Complete Circular Step.

The work item is completed. You are back in the Business Workplace. The user who is entered as the next agent for a process route item receives a work item.

Note If you are the last agent in the process route, the additional pushbutton End Circular is available. Choose this button to state that the circular is complete (this replaces the This graphic is explained in the accompanying text button).

The employee who started the circular can also end it using the End Circular button. This can be at any time, even if not all of the process route items have been completed.

If a process route has been ended, this is displayed in the header data of the process route, along with the name of the user who ended it.

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