Create a document deficiency task - Use Forms - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To create and assign a new document deficiency task for a document or folder, complete the following steps.

1. Open the document or folder.
2. In ImageNow Viewer, click View > Toolbars > Tasks.
3. On the Tasks toolbar, right-click the New document deficiency task button and select the document deficiency task template you want.
4. In the New Task dialog box, on the Assignment tab, click Add Users or Add Group.
5. In the Select Users and Groups dialog box, complete the following substeps.
   1. To add a user, on the Users tab, search for and select a user and click Add.
   2. To add a group, on the Groups tab, search for and select a group and click Add.
   3. Add as many users or groups as necessary.
   4. Click OK.
6. To conduct additional task assignment procedures, on the Assignment tab, perform the following substeps.
   1. Optional. To assign additional task levels, click the Add Level tab or the PLUS SIGN (+) and then select and add users or a group.
      Note: To add an additional level, clear the individual task check box, if it is selected. When you add an additional level, a single task is created for all task assignees on that level.
   2. To create a task that is created and assigned to each user or group member, select the Create an individual task for each user or group member check box. When you do not select this option, a single task is created and assigned to all users.
      Note: When you create a task for the All Users group, this option is ignored and only a single task is created.
   3. Optional. To create a user task series based on hierarchy, select the Set series as a hierarchy check box and click Add Users.
   4. Repeat the previous substeps to create additional levels. A task series hierarchy must contain at least two levels. You can create a maximum of ten levels.
   Note: When you set the task series to a hierarchy, a single task is created for all task assignees on that level.
   As you add levels, the tab name displays as Level <x>, where <x> is a placeholder for the level number. If only a single user is on the task template Assignment List, that user displays on the Level 1 tab by default.
7. In the Details section of the New Task dialog box, under Location, select one of the following locations:
   • Folder- Create a task for a folder.
   • Document - Create a task for a document.
   • Page without a visual representation - Create a task for a page in a document with no visual representation.
   • Page with a visual representation - Create a task, along with a visual representation, for a page in a document.
   1. In the Start date box, set the start date for the task.
   2. In the Due date box, set the due date.
8. On the Options tab, perform the following substeps:
   1. Optional. Under General, select the Expedite this task check box to present the task to the assignee first when starting automatic task processing.
   2. In the Instructions box, type the instructions you want task assignees to see.
   3. In the Comments box, type your comments.
      Comments appear in the History box of a task and are not modifiable.
   4. Optional. Under Workflow, in the Send to queue list, select the queue you want to send documents or folders to after tasks are assigned to the associated documents or folders.
      The queues available in the Sent to queue list are those queues for which you have the Add privilege.
   5. Optional. Select the Send folder instead of document check box to send folders to a workflow queue after you assign a task to a document in the associated folders.
9. Click OK.
10. Optional. In the confirmation dialog box, click OK and then drag the visual representation to the location you want on the document.
    The dialog box appears when you select Page with a visual representation under Location.