The Records Organizer is the initial screen for all activities in Records Management: The most important functions of the Records Organizer are:

The Records Browser is the tool used for displaying and editing records. The most important functions of the Records Browser are:

The Records Modeler is the tool used for creating record models. A record model is a template for records, which is created in Customizing. The template defines the structure of the records. Records that are based on the same record model therefore always have the same structure. This improves user orientation within the records.

The Records Planner is the tool used for creating file plans. A file plan is a central registry used for the management of records. Use of the Records Planner is optional.

You can use circulars and process routes to select individual elements from a record and send it around for circulation in a particular folder (the term circular is a general term used to cover all documents sent in circulation, including in the public sector). You can determine who receives the elements, and which activities the relevant person is to perform on the elements.