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.
Procedure
To process documents by routing them in a workflow process:
- Select one or more items from search results or favorites.
- Click Launch Workflow.
- 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.
- Click Work to work with the work
items in the worklist.
- 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.