Workflow - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution

Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

Jobs that have failed will be submitted to the Document Distribution Workflow for issue handling and management with an associated Document Distribution Electronic Form with details of the failure.

In the example below, a Distribution Record was produced with the following reason: The time frame to deliver this document has been exceeded. In this particular case, an inaccurate email address was being used. The Email Customer Service Representative can contact the customer to verify the correct email address. Once confirmed, the Email Customer Service Representative can correct the address in the Customer Information dialog box. Upon updating the Customer Information dialog box, the Customer Service Representative can choose the Ad-Hoc Workflow task Email Customer Again.

The statement did not need to be re-rendered and was stored (and is also viewable) with the Distribution Record in the Workflow. Upon completion of the new email, the document will move to the Distribution Resolved queue indicating its success.

Similar customer service actions are also taken with other issue handling with faxes, notifications and published CDs.