The Approval Queue [Enterprise Edition]

Your Approval Queue contains documents or packets that have been routed to you based on an approval process. Access it by first selecting the button from the main menu followed by the icon from the Folders frame.

Icons displayed in the Approval Queue are as follows:

Document or packet is a new arrival to the approval process.

Document or packet has been approved.

Document or packet has been rejected.

To narrow your view by catalog or document type, select from the drop-down list at the top of the results frame.

After you've performed your designated task(s) related to a document or packet, you can either Approve it or Reject it from the Approval Queue menu. One or more documents and packets can be approved or rejected at the same time.

Note

You may be able to select only the first item in the queue. This is an administrator preference.

If you have permission to set priorities, you may select the Set Priority menu item from the Approval Queue menu.

Most documents or packets arrive on an approval process because they match certain criteria during the capture process or match criteria in a workflow rule; however, it's sometimes necessary to manually place an existing document or packet on an approval process. To accomplish this, select one or more documents or packets from your results grid, and then select the Start Approval Process menu item from the File menu.

When you are viewing a packet, you may choose the Start Packet Approval Process menu item from the File menu to assign the packet to an approval process.

The Approval Queue

The Admin Queue [Administrators]

The Admin Approval Queue provides a view of all items on all approval processes for document types you can administer. As an administrator you can approve, reject, or set priority on any of the items listed. You can also remove any of the items from their approval process using the Remove from process menu item on the Approval Queue menu.

To enter this view select the Admin Queue link at the top of the results frame. To narrow the view by document type, select a document type from the drop-down list at the top of the results frame.

To return to your personal Approval Queue, select the My Queue link.

History [Administrators]

The History area provides a view of items that have been previously approved, rejected, or removed from approval processes of all document types you can administer.

To enter this view select the History link at the top of the results frame. To narrow the view by document type, select a document type from the drop-down list at the top of the results frame.

To return to your personal Approval Queue, select the My Queue link.