Grant Rights to the Document Distribution Life Cycle and Work Queues - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License
  1. In the Configuration module, choose Users | User Groups & Rights at the menu bar, The User Groups & Rights dialog box is displayed.
  2. Highlight the user group and select Workflow.
  3. Select Document Distribution from the Life Cycle l ist that in the Available for Selection section. The associated work queues becomes highlighted in the Work Queue list.
  4. Click Add to assign the Document Distribution life cycle and the associated work queues to the user group.
  5. Click Save & Close.

    Specifically, the following work queues are assigned as part of the Document Distribution life cycle:

    • CD Customer Service

    • Distribution Entry

    • Distribution Resolved

    • Email Customer Service

    • Fax Customer Service

    • Notification Customer Service

    • Notification Not Yet Viewed

    • Notification Manager

    • Email Manager

    • Fax Manager

    • CD Manager

    • Resubmitted For Distribution

  6. In the Configuration module, choose Users | User Groups & Rights at the menu bar. The User Groups & Rights dialog box is displayed.
  7. Highlight the user group and select Ad-Hoc User Tasks.
  8. Select the following tasks, click Add, then Save & Close.

    • Correct Missing Keywords

    • Destroy Distribution Record

    • Duplicate Resolved

    • Email Customer Again

    • Fax Customer Again

    • Notify Customer Again

    • Resolved This Item

    • Route to CD Manager

    • Route to Email Manager

    • Route to Fax Manager

    • Route to Notification Manager

  9. In the OnBase Client on the workstation that will service the Workflow timers, choose User | Workstations Options at the menu bar. The Workstation Options dialog box is displayed.
  10. Select the Workflow Server Queues tab.
  11. Choose the following from the Timer Queues select list, (choosing <<Add after each):

    • CD Customer Service

    • Distribution Entry

    • Distribution Resolved

    • E Mail Customer Service

    • Fax Customer Service

    • Notification Customer Service

    • Notification Not Yet Viewed

    These timers control:

    • The migration of documents from the Entry Queue.

    • The movement of documents from the Customer Service Queues to the Manager Queues after 4 hours.

    • The removal of documents from the Workflow after 7 days.

  12. Select OK.