rms document

8/12/2019 RMS Document

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D ig i t a l Do c um e n t s , Re c o r d s &Ca s e s

Introduction to Records & CaseManagement

Author: Joachim BeckerSpeaker: Paul Smith

Duration of the eBook: 20 minutes


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SAP AG 2004, Digital Documents, Records & Cases, Joachim Becker, SAP AG / 2

Enterprise Resource Planning

OrderEmployee

Debtor

Leave Request Material

Payment

Dunning

Payment

LetterProject

Job

StorageLocation

Account

LogisticsFinancials

HR

Invoice


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Enterprise Resource Planning

OrderEmployee

Debtor

Absence

RequestMaterial

Payment

Dunning

Payment

LetterProject

Job

StorageLocation

Account

LogisticsFinancials

HR

Invoice

Correspondence


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Image of a FI Document Business Object (Invoice)



Image of a FI Document Business Object (Invoice)



Document Processing for Incoming Invoices

Logistics

Financials

HR

Archiving

W O R K F L O W

Imaging

Content Server



Business Workflow Controls the Business Process

LogisticsFinancials

HRW O R K F L O W



Records Management

Logistics

Financials

HR

Record



Electronic Records Example: Personnel Record

Display, Create andChange Information

Objects (Elements)



Example: Personnel Record in Companies

GeneralCorrespon-

dence

Document:

Reminder

Document:

Pay Increase

Application

ArchiveLink

Document:

Diploma

ArchiveLink

Document:

Employer

Reference

ArchiveLink

Document:

Resume

ArchiveLink

Document:

Letter

HRAdministra-tion Objects

HR Info Type:

Basic Contract

HR Info Type:

Main BankDetails

HR Info Type:

Org.

Assignment

HR Info Type:

Address

ontent of aPersonnel Record



But there are far more application scenarios

Personnel recordsCustomer records

Project records

Contract recordsDunning records

Patient fi les

This generic approach allows

solutions in combination withevery application for every

industry...

C


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Case Management

Header dataof the case:

(free)

definition of

attributes

Notes:

answers,

memos, ...

Li k d Obj t C R d


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Linked Objects: Case Record

All information related to

the business process is

managed within the Case

Record (Linked Objects)

Navigate between

different views:

Linked Objects (Case

Record)

Notes Process Route

(Workflow Path)

Log

Wh t I SAP R d M t U d F ?


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What Is SAP Records Management Used For?

Records Management replaces paper

records with digital records (or files) thatcontain digitally stored documents.

Electronic records consist of business

documents and business objects thatbelong to a common business context.The content of the records is structured

to match the flow of the businessprocess.

Workflows can be started from electronicrecords. SAP Records Management also

includes additional ad-hoc functions.

Cases support the processing of businesstasks.

SAP Records Management actively manages

and keeps track of your businessprocesses.

O i SAP R d M t


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Overview: SAP Records Management

Ope

nInfrastructur

e:ServiceProviderFramewo

rk

Records

Management

Case

Management

Business Workflow Ad hoc Workflow

ArchiveLink KPro WebDAV

Generic Document Management API (GDMA)

Document Management

SAP Content

ServerTREXSAP Cache

Server

SAP Records Management as a Construction Set


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SAP Records Management as a Construction Set

SAP Records Management

includes components and toolsthat help you to easily set up a

customer solution. The tools are

designed to solve problems in the

following areas:

Document Management

Workflow / Process Management

(Cross-System) integration of

documents and applications

SAP Records Management offers a

set of business services that helpyou to manage your business

processes.

SAP Records Management: Application Solutions


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SAP Records Management: Application Solutions

SAP does not only offer a construction set, it also offers

preconfigured application components based on SAP RecordsManagement, including:

SAP Public Sector Records Management

mySAP Financials:

Dispute Management

Compliance with U.S. Sarbanes-Oxley-Act of 2002

mySAP CRM: Case Management

...

Keeping Track of Business Processes


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Keeping Track of Business Processes

With Business Workflow youcontrol, automate, and optimize

standard Business Processes;Cases help to manage processes

that cannot always be carried outin the same way; electronic

records help you to keep track ofyour Business Processes.

Records Management Documents Business Processes


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Records Management Documents Business Processes

SAP Records Managementis not a Document

Management System.

SAP Records Management: Document Management


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SAP Records Management: Document Management

SAP Records Management makes use of the proven document

management infrastructure included in SAP NetWeaverTM

ArchiveLink / SAP HTTP Content Management Service offers a standard

interface for external archiving systems (optical archiving)

ArchiveLink manages typical document processes including scanning

and storing outgoing documents (print, fax, e-mail, ...)

The Document Viewer allows you to view various document formats

such as TIFF, PDF, and JPG; and offers you features such as

annotations.

The Document Finder allows efficient document retrieval

TREX offers ful l-text search capabil ities.

The Knowledge Provider (KPro) manages versioning, the handling of

attr ibutes, and so on.

The SAP Content Server can be used as a cheap alternative for storingdocuments.

The SAP Cache Server minimizes network traffic when working with

distributed locations.

Interactive Forms avoid discontinuity of media and reduce paper.

SAP Records Management offers a proven Document Management

Summary


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Summary

SAP Records Management includes tools for the management ofelectronic records, documents, cases and processes.

Records Management replaces paper recordswith electronic records.

Cases are used to actively process business tasks.

SAP Records Management offers an integration platform:electronic records include both electronic documents and data

records, known at SAP as business objects and applications, andthese records can be integrated from different systems.

You can automate your core processes with Business Workflow /Webflow. SAP Records Management offers additional ad hoc

Workflow tools.

SAP Records Management relies on an open infrastructure thatallows the enhancement and integration of third partyapplications.

Records Management and Case Management are included invarious preconfigured application solutions.

Quote


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Quote

If you only put Web Pages in front of

poor business processes then you

demonstrate to the whole world howpoor your processes really are.

First you have to manage an internal

business integration before you start

to develop cooperative external

processes.

Michael Hammer, Philadelphia 1999