When a load balancing queue is configured to match a keyword to a user, a few options are available in the Reassigning Document dialog box that can specify how assignments should be completed. This dialog box is opened by right-clicking the Load Balancing Administration dialog box and selecting Reassign Documents.
If the queue is load balanced to match a keyword to a user, the option to Remove All Existing Assignments in the Reassigning Document dialogue box is disabled.
Select the user affected by the reassignment. To reassign a task to multiple users, press the Ctrl or Shift keyboard keys to select the users.
The following options are available for reassignment:
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Select Unassign From Current User to remove the current assignment from the currently selected document(s) assignment in the Load Balancing Administration dialog box and add the new assignment.
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Select Remove All Existing Assignments to remove all existing assignments for the currently selected document(s) and add the new assignment.
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Select Keep All Existing Assignments to keep all existing assignments for the currently selected document(s) and add the new assignment.
A right-click menu is also accessible at both the queue, user group, and document levels in the Load Balancing Administration dialog box.
Option |
Description |
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Create List Report |
The information included in the List Report is dependent on the level of detail selected in the queue. If a queue is selected, the report contains all documents in that queue. If a user is selected, the report will only include documents assigned to that user. (Create List Report is disabled when one or more documents are selected.) The report is saved into the SYS List Contents Report Document Type. |
Reassign Documents |
Displays the Reassigning Documents dialog box, allowing the selected documents to be moved to another user/user group or role in Load Balancing Administration. |
Rebalance |
Queue level: When Rebalance is initiated at the queue level, the distribution of documents is equalized across all users/user groups. User/User Group or role level: When Rebalance is initiated at the user/user group level, the documents currently assigned to the selected user/user group or role are redistributed within the queue, according to the rebalance parameters configured. Note:
This option is not available for Match Keyword to User Name load balancing queues or if the queue is load balanced by rules and there is no load balancing work task list on the queue. In addition, if you are using the Core-based interface, this option is not available when the queue is load balanced by rules and the load balancing work task list does not contain any actions, rules or sub task lists. Note:
When the rebalance function is initiated, existing assignments are cleared and new assignments are made based on the load-balancing queue's configuration. |
Refresh |
Refreshes the display of documents in the queue, without transitioning documents out of the queue. |
Additional options are only available at the document level:
Option |
Description |
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View Selected |
Opens the selected document. |
Keywords |
Displays the Add/Modify Keyword dialog box, and allows you to add or modify document Keyword Values. |
Properties |
Displays the Document Information for Document Handle: <nnn> window. This window displays certain attributes stored for the document, some of these values reflect data stored in the database tables for that document. |
You may have more options available depending on user rights and licensing. You may also not have any of these options depending on granted user rights.