Activities for Element Types and Elements 

To access the list of activities for an element type or an element, place the cursor on the relevant node and choose  Activities, or open the context menu. The activities in the list depend on which element type or element the cursor is currently positioned.

For a description of the activities for records, documents, record models, file plans, and circulars, see the relevant section about the editing tools. (The activities in the context menu match the activities in the toolbar.) The following provides you with information about the context menu activities for all other standard element types and elements.

Activities for Element Types

The activities for element types are used for checking new elements into Records Management, or searching for elements that have already been checked in.

In the Records Organizer standard setting, the element types are displayed in the Role-based View area, in the second level of the overview tree, under the node of the corresponding Type. You can also include element types in your Favorites list. After one of the listed activities has been executed, the element is displayed in the History area.

In the Records Browser, the element types are each assigned to a model node in the overview tree of the record. After one of the listed activities has been executed, the element is moved to the position of the model node. The model node symbol () changes to the symbol of the element.

Information Activity

The Information activity is offered for all element types. For this reason it is described here centrally. (The information contains primarily technical specifications, and is intended for the Records Management administrator.)

A dialog box is displayed that contains the following:

·        ID and name of the element type

·        Technical Information: The complete Persistent Object ID (POID) of the element type in XML format, and the POID Directory ID of the element type.

Activities for Elements

In the Records Organizer, the inserted elements appear in the History area. You can include elements in your Favorites list. Depending on your role, elements can also be inserted in the Role-Based View area.

The inserted elements appear in the overview tree of the record in the Records Browser.

Information Activity

The Information activity is available for all elements For this reason it is described here centrally. (The information contains primarily technical specifications, and is intended for the Records Management administrator.)

A dialog box is displayed that contains the following:

·        Element Type: ID and name of the element type to which the element belongs, and the ID and name of the corresponding service provider.

·        General Service Provider Information: Attributes and attribute values of the element.

·        Specific Service Provider Information: Technical attributes and attribute values of the element.

·        Technical Information: The complete Persistent Object ID (POID) of the element in XML format, and the POID Directory ID of the element.

Where-Used List Activity

The Where-Used List activity is offered for all elements and is therefore described centrally here.

A dialog box appears displaying all records (with record models and cases, if relevant) that the current element is included in.