Navigating to the Records Modeler 

You navigate to the Records Modeler when you want to:

·        Create a new record model

·        Display or edit a record model that you have already created

The text below describes both activities.

Creating a record model

...

       1.      In the Role-Based View area, expand the Record Models node.

       2.      Select an element type and choose  Activity ® Create.

The Records Modeler is displayed. This is where you create the record model. Use () to display your newly created record model. If you expand the overview tree, the default setting displays a header node and a model node History. The system creates these for elements that are inserted automatically in the record (by a workflow or a report), and which cannot be assigned to a specific node.

For the procedure for creating a record model, see Creating a Record Model.

Editing a record model that you have already created.

Record models that you have created in the Records Modeler automatically appear in the History area of the Records Organizer. If the record model is no longer in the History, (only the last 30 elements are listed), you can insert it back into the worklist at any time using Search.

If you edit the record model frequently or use it as a basis for records, it is a good idea to add it to your Favorites.

Select the record in the History or in the Favorites, and choose  Activity ® Change. The Records Modeler is displayed and you can continue editing the record model.