Configuring Life Cycles for Corrections - Signature Deficiencies for Epic - English - Foundation 22.1 - OnBase - external

Signature Deficiencies for Epic
Platform
OnBase
Product
Signature Deficiencies for Epic
Release
Foundation 22.1
License

To use the document correction process, you must configure at least one Workflow life cycle to receive and route submitted documents.

Correction actions send documents to the initial queue of the target life cycle. If additional routing is needed, configure system work for the initial queue to route documents to other queues.

For detailed information about configuring OnBase Workflow, see the Workflow module reference guide.

If you are using a form to submit correction requests, also do the following:

  1. Configure the initial queue of the life cycle to create the correction request form using the Create New Form action type.
  2. Enable the Fill Document Handle Keyword(s) option for the Create New Form action.
    For this setting to work, the Document Handle Keyword Type must be assigned to the Document Types of both the document submitted for correction and the correction request form.
  3. Create a work folder to display the related document based on the Document Handle Keyword Type.
    Depending on the design of your solution, the related document may be either the document submitted for correction or the correction request form.