How To Use This Documentation 

This documentation is divided into the following sections:

First Steps

This section contains a procedure for using the example Customizing to use the system for the first time.

Introduction to Terms

The technical terms and their definitions are explained here.

Records Management Interfaces

Read this section if you are an end user who wants to use a system that has already been completely set up. Only the sections Editing Tool for Record Models: The Records Modeler and Editing Tool for File Plans: The Records Planner are not relevant for the end user (instead they are relevant for the persons responsible for Customizing and administration).

Activities for Element Types and Elements

This section is intended as a reference guide for all users.

You can open a context menu for every element/element type. This context menu is different depending on which element or element type the cursor is positioned. This section describes all of these activities.

Alternative Display Options

Read this section if you are interested in ways of displaying Records Management elements outside the standard GUI interface. It provides details both of how to use these methods and how to perform Customizing for them.

Customizing

Read this section if you want to perform Customizing for Records Management. This section contains important background information. The main Customizing documentation is contained in the SAP Reference Implementation Guide (IMG).

Administration

This section is only of interest for administrators. It contains sections on role maintenance, logging and archiving.

Best Practices for Implementation Projects

Read this section if you are a consultant who installs Records Management for customers.

Integration and Enhancement

Read this section if you are a developer and you want to integrate Records Management into an application.

Case Management

This section contains the documentation for Case Management.. Case Management is a subcomponent of Records Management with its own interfaces, Customizing and role maintenance. It is therefore relevant for all user groups that work with Case Management.