Configuring Workflow Tasks - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Electronic Plan Review
Foundation 23.1

You will need to configure a number of Workflow life cycles, queues, and ad hoc user tasks for your Plan Review solution using the Workflow interface. The required life cycles, queues, and tasks will vary greatly depending on your specific environment and needs, and can include several Plan Review-specific Workflow task types - see the Workflow documentation for more information on configuring Workflow.


When configuring Plan Review ad hoc user tasks for your submitter users to access from your Plan Review site, be aware that the name of the task you configure will be used as the value of the hyperlink displayed to your submitter users. For example: John Adams configures an ad hoc user task to transition a project into the initial review queue and types a name of Initial queue. When a user wants to submit a project for review, they will have to select the link that reads Initial queue. John's users will be better served if John configures his task with a name of Submit Project for Review.