Processing documents in a workflow (IBM Content Manager)

You can manage documents by using a document routing workflow process.

Before you begin

Users with specific privileges, such as an administrator or team manager, can assign or change workflow roles in IBM Content Navigator by using the Manage Process Roles dialog box. The dialog box is only available if you have the appropriate privileges.

To process documents by routing them in a workflow process:

1. Select one or more items from search results or favorites.
2. Click Launch Workflow.
3. Specify the following values:

   Workflow name

   Select the workflow on which to launch the document.

   Priority

   Assign an appropriate priority to the document. The value must be 1 - 32000. The priority of the document determines how quickly a work item is processed.

   Owner

   Type or select the name of a user.

4. Click Work to work with the work items in the worklist.
5. Specify an action to take on the selected work item:

   Continue

   Continue the work item to the next step in the workflow. If you are working on an assigned work item, the item moves to the next step in the workflow.

   If you have complex workflows, you can create custom actions that users can select from and you can remove the Continue action.

   Work Item Properties

   Edit the workflow properties of the work item:

   • Change the workflow that the item is on.
   • Change the priority level.
   • Change the owner of the work item.

   Suspend

   Suspend the work item from further processing:

   • Suspend the item until you choose to resume processing.
   • Suspend the item for a selected time period.
   • Suspend the item until a specified date and time.

   Remove

   Remove the work item from the workflow. This action removes the work item from the workflow. You can retrieve the item in search results or when you browse the tree.

   Resume

   Resume processing of a suspended item.