To grant rights to the Document Distribution life cycle and work queues:
- Select Users | User Groups & Rights at the menu bar. The User Groups & Rights dialog box is displayed. Highlight the user group and select Workflow to display the Assigning Workflow for User Group dialog box.
- Select Document Distribution from the Life Cycle list in the Available for Selection section. The associated work queues become highlighted in the Work Queue list. Click Add to assign the Document Distribution life cycle and the associated work queues to the user group. Click Save & Close.
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Specifically, the following work queues are assigned as part of the Document Distribution life cycle:
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CD Customer Service
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Distribution Entry
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Distribution Resolved
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Email Customer Service
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Fax Customer Service
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Must Resolve Manually
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Notification Customer Service
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Notification Not Yet Viewed
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Notification Manager
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Email Manager
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Fax Manager
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CD Manager
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Resubmitted For Distribution
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Undefined Distribution Source
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Select Users | User Groups & Rights at the Configuration main menu bar. The User Groups & Rights dialog box is displayed. Highlight the user group and select Ad-Hoc User Tasks. Select the following tasks, click Add, then Save & Close:
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Correct Missing Keywords
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Email Customer Again
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Fax Customer Again
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Notify Customer Again
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Resolved This Item
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Route to CD Manager
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Route to Email Manager
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Route to Fax Manager
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Route to Notification Manager
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Log on to the OnBase Client module on the workstation that will service the Workflow timers. Choose User | Workstations Options at the OnBase Client main menu bar. The Workstation Options dialog box is displayed.
Note:
The workstation that will service the Workflow timers must have the -WFSRVR tag appended to the target line of the executable shortcut.
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Select the Workflow Server Queues tab. Choose the following from the Timer Queues select list:
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CD Customer Service
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Distribution Entry
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Distribution Resolved
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E Mail Customer Service
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Fax Customer Service
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Notification Customer Service
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Notification Not Yet Viewed
These timers control:
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The migration of documents from the Entry Queue.
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The movement of documents from the Customer Service Queues to the Manager Queues after 4 hours.
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The removal of documents from the Workflow after 7 days.
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- When finished, click OK to save and close.