Records Management Interfaces
The following tools are available within Records Management:
· Initial Screen: The Records Organizer
Records Organizer is the initial screen for all activities in Records Management: The most important functions of Records Organizer are:
¡ Creating/checking in new elements
¡ Searching for elements that have already been checked in (attribute search, full text search)
¡ Accessing the 30 elements last edited
¡ Managing Favorites
¡ Displaying a where-used list for elements
· Editing Tool for Records: The Records Browser
Records Browser is the tool used for displaying and editing records. The most important functions of Records Browser are:
¡ Displaying a record in a hierarchical structure (the record structure is specified by the record model)
¡ Displaying/creating/editing elements
¡ Entering attribute values for the elements
¡ Displaying a record as a list
· Editing Tool for Record Models:The Records Modeler
Records Modeler is the tool used for creating record models. A record model is a template for records, which is created in Customizing. The template defines the structure of the records. Records that are based on the same record model therefore always have the same structure. This improves user orientation within the records.
· Editing Tool for Documents: Document Client
Document client is a tool for editing documents.
· Edtiing Tools for File Plans: Records Planner
Records Planner is the tool used for creating file plans. A file plan is a central registry used for the management of records. Using Records Planner is optional.
You can use circulars and process routes to select individual elements from a record and send it around for circulation in a particular folder. (The term circular comes from the public sector.) You can determine who receives the elements and which activities the corresponding person is to perform on these elements.
You can also use the following functions:
· Search