First Steps 

Each Records Management shipment contains example Customizing. You can use this Customizing to get to know the system without having to create your own Customizing.

Do not use the example Customizing in your production system. We recommend that you copy the element types from the example Customizing and make your own modifications to the copied versions.

The following is a step-by-step description of how to create a record. This is explained in detail in the subsequent sections of this documentation. Prerequisite: The example role for Records Management SAP_BC_RM_USER (or SAP_BC_RM_ADMINISTROTR) is assigned to you, or a role with similar authorizations.

       1.      Call transaction ORGANIZER.

A dialog box is displayed where you have to select a Records Management System (RMS).

       2.      Choose RMS_DEMO.

The Records Organizer is displayed.

       3.      In the Role-Based View area, expand the Records node.

       4.      Select the element type Example Records and choose Create in the context menu.

A dialog box is displayed where you have to choose in which record model to create the record.

       5.      Choose Example Record Model.

The system branches to the Records Browser. The new record is displayed. The structure of the record corresponds to the underlying example record model.

       6.      Expand Structure Node 1.

       7.      Open the context menu of the model node Any Element.

No element type is assigned to the model node. For this reason you first have to decide which element you want to create. A dialog box is displayed where all the element types are listed according to type (yellow folders).

       8.      Expand a yellow folder and double-click the element type for which you want to create an element.

The context menu of this element type is opened.

       9.      Choose Activities → Create.

You create an element. The next steps depend on the element type that you selected. For more information, see Activities for Element Types and Elements in the section of the corresponding element.

   10.      Create multiple elements. To create more than one element for structure node 1, position your cursor directly on this node and choose Create in the context menu.

   11.      Save the record.

A dialog box is displayed, in which you can enter values for the attributes of the record. Write a short text and assign a unique ID; all other entries are optional.