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Function documentationIntegration of Collaboration Projects

 

You use this function when investigating complex crimes that may require major resources to create an Operation Project Plan for a selected case. You can link the operation project plan with an Operation Organizational Structure and track the readiness of object and personnel resources (such as a pool car or a team of one hundred staff).

Integration

The graphic below shows the relationships between collaboration projects (in SAP CRM Add-On), operational structures (from DFPS in the SAP ERP System) and Investigative Case Management:

  • If in Investigative Case Management you create an operation project plan using a template, you always also create a relationship between the operation project plan in the collaboration project and the case.

  • If in Investigative Case Management you create an operation organizational structure using a template, you always also create a relationship between the operation organizational structure in DFPS and the case.

  • If you assign an operation organizational structure to the operation project plan, they must both refer to the same case.

Checkpoint Group

If during system administration, you want to analyze whether errors have occurred during read and search processes, you can use Checkpoints that can Be Activated (transaction SAAB) to activate a checkpoint group (CRM_ICM_OPP_CPRO_MESSAGES) that is specifically designed for DFPS integration for a user. This user can then view messages about authorizations that are not accessible to the standard user supplied with the role DETECTIVE for security reasons. You should therefore ensure that you do not activate the checkpoint group during production operation of your system.

Prerequisites

  • You have installed the Collaboration Projects add-on.

  • You have the required authorizations regarding roles and users to be able to create an operation project plan (OPP) and are able to edit an operation organizational structure (OOS).

  • You have made the settings required in Customizing for Customer Relationship Management under Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Next navigation step Investigative Case Management Next navigation step Cases and Leads End of the navigation path. In the activity Define ICM Case Types you have activated the usage of cProjects Integration and observed the prerequisites described in this activity.

  • If you want to link the operation project plan to an operation organizational structure, you have previously assigned this to the case selected.

Features

  • You can edit operation project plans as follows:

    • Create

      You can create operation project plans from Investigative Case Management using a template. You can use the search function to select a project in the Collaboration Projects component as a template.

      If you want to use data that is not in the template, for example if you want to use a different operation planner, you can enter this when you create the operation project plan. If you do not enter any General Data and Notes for the operation project plan, the system copies this information from the template.

      Note Note

      Once you have saved a new operation project plan you have created in Investigative Case Management, it can no longer be edited here. Once the case has been saved for the first time, Investigative Case Management provides a link to display the operation project plan data in the Collaboration Project component.

      End of the note.
    • Change

      Note Note

      You can change operation project plans on the user interface for the Collaboration Projects component.

      End of the note.
    • Delete

      Investigative Case Management deletes the links for the operation project plan.

      Note Note

      The operation project plan deleted in the Collaboration Projects component is retained in Investigative Case Management.

      End of the note.
  • You can only assign an operation project plan to one operation organizational structure.

  • You can change and remove the assignments to operation organizational structures.

Activities

Create an Operation Project Plan

  1. For a case that you select in the assignment block Operation Project Plan, choose New. The system opens a search dialog.

  2. Use the search function to determine a suitable template and select this.

    • To display details about a template, click on the link specified in the column ID.

    • To select a template, click on the row start with the quick info Select Table Row.

  3. Enter the General Data about the operation project plan and a note, or transfer some or all of this information from the template selected.

  4. Choose Create. The system creates the operation project plan with the data entered.

  5. Save. The system saves the operation project plan in the case and provides a link to the operation project plan data in the Collaboration Project component.

Assign an Operation Organizational Structure

  1. In the operation project plan assignment block for the operation project plan selected, choose Edit List.

  2. In the Related Operations column, select an entry from the list of operations.

More Information

For more information about Collaboration Projects, see the SAP Library under Start of the navigation path SAP Business Suite Next navigation step SAP Product Lifecycle Management Next navigation step SAP Project and Portfolio Management Next navigation step SAP Collaboration Projects End of the navigation path.