You use a circular and a process route if you want to send individual elements from a record in sequence to more than one employee. You can determine which activity each employee will execute, (for example, approve, edit, print, and so on).

The term circular is a general term used to cover all documents sent in circulation, including in the public sector.

A circular can only be created from a record, and not directly from the Records Organizer.

You can choose all the elements in a record for a circular, and create it as a complete version.

You can define a process route for these elements. The process route is based on SAP Business Workflow. You model a process, and assign an agent to each step. In addition to actual employees, you can also enter other organizational categories from Organizational Management. You can create process route items sequentially, or in parallel.

For executing the assigned activity, the employees entered in the process route as agents receive a work item in their workflow inbox. When they execute the work item, a list is displayed containing all the elements selected by the creator of the circular. The agent can double click to display these elements. They can then use pushbuttons to execute the functions provided for the activity, and can also add attachments to the elements. Once a work item has been executed, the employee in the next position along the process route receives a work item.

The specified process can be changed at any time. This ad hoc functionality enables the user to react flexibly to changes (steps that have already been processed can, of course, no longer be changed).