Creation and Editing of Locations

You use this function to create and edit locations with reference to entities in Investigative Case Management (ICM).

Integration

The location used in ICM has the same technical basis as the object in SAP Customer Relationship Management (SAP CRM).
You can define search criteria for locations to improve performance in the cross-object search. For more information, see Optimizing Advanced Search Performance.

Prerequisites

You have made the Customizing settings required for locations.

Note Note

If you want to add customer-specific data to locations, you should configure this data in your own set types. In CRM WebClient UI these customer enhancements are displayed in the assignment block Location: Details under Additional Data.

End of the note.

For more information, about the Customizing settings for locations, see Customizing for Customer Relationship Management under Start of the navigation path Industry-Specific Solutions Next navigation step Public Sector Investigative Case Management Locations Basic Settings for Locations End of the navigation path .

Features

The following sections provide an overview of the functions and special features for locations:

Relationships

When you create a location, the system automatically creates a relationship to the entity selected, for example to the case.
When you copy a location, you can select all relationships or specific relationships to be copied. Pictures, attachments and the change history for a location are not copied here.

Location Assignment Block: Details

You can enter an address in the detailed data about the location. If the location is found on an open site without a unique address or is in a wood for example, you can enter the Closest Address to Location.
If you have recorded a regional structure in Customizing, the system provides input help for the address data.
The system can determine geocoordinates for an address you have entered and display these on an electronic map if you have implemented the Business Add-In (BAdI) URL for Map Display (CRM_ICM_LOC_MAP). For more information, see Customizing for Customer Relationship Management under Industry-Specific Solutions Public Sector Investigative Case Management Locations Business Add-Ins (BAdIs) BAdI: URL for Map Display .

Pictures Assignment Block

The system displays attachments about the location that contain the picture file format and a relationship with the location. The system uses the directory configured for locations to store pictures. For more information, see Customizing for Customer Relationship Management under Industry-Specific Solutions Public Sector Investigative Case Management Locations Specify Content Management Folder for Pictures .

Note Note

You can link a location with pictures using the assignment block Pictures and the assignment block Attachments. For more information about attachments in CRM Content Management, see Adding Attachments.

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Other Names Assignment Block

The system displays synonyms for the location name according to the name types configured (such as alias, nicknames or false names). For more information, see Customizing for Customer Relationship Management under Industry-Specific Solutions Public Sector Investigative Case Management Locations Define Other Name Types for Locations .

Note Note

During the search using the field Name, the system also includes the Other Names you have entered.

End of the note.

Staff and Units Assignment Block

The system displays individuals and organizations that belong to the investigation team here. You can relate employees to the location and assign a Relationship Type.

Note Note

Only those individuals defined as Responsible are authorized to view the location.
If in the assignment block Administration, you have selected the field Hidden, the system determines the individuals responsible automatically. It defines the user who is logged on as the person responsible.

End of the note.

Location Assignment Block

The system displays locations here with which there is a relationship with the location selected. You can for example create a relationship with a specific floor in a block of flats.

Administration Assignment Block

The system displays information here about the status, creator, modifier and the security-relevant checkbox Hidden. If you select this checkbox, only the employees listed as responsible under Staff & Units can view the location. The check is performed using the Access Control Engine (ACE). For more information, see Setting Up Authorizations .

Note Note

If you modify the example implementation of BAdI CRM_PRODIL_ADD_DATA, you can ensure that the user who is logged on is automatically responsible for the location if they have selected the checkbox Hidden. For more information, see Customizing for Start of the navigation path Customer Relationship Management under Next navigation step Industry-Specific Solutions Public Sector Investigative Case Management Locations Basic Settings for Locations End of the navigation path .

End of the note.

Activities

Create a Location

Use the search to determine an ICM entity for which creation of locations is allowed, for example a case.
Open the assignment block Location and choose New. The next screen that appears contains input fields for the Relationship and the Location.
Under General Data enter a least one category, an ID and a Name and save your entries.

Assign a Location

Open the assignment block Location for an entity in Investigative Case Management.
Choose Add. This takes you to the screen for searching for locations.
Use the search function to determine a location, select a relationship type and save.

Edit a Location

Use the search to determine the location to be edited.
Open the assignment block Location and at row level choose the action with the quick info Edit.
Edit the data about the relationship or location to be modified on the next screen and save your changes.

More Information

Set Up Usage of Locations