Versions Compared

Old Version 14

changes.mady.by.user Mercedes Rothwell

Saved on

compared with

New Version 15

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Click on Images to Expand Them

The assumption here is items were scanned in and are submitted to your 'mailroom'. This is where items are sent for processing if they don't have barcodes or were not built from the Starting point.

Mailroom Work Items

Open a Work Item

You need to select mailroom before opening the work item folder

1
Expand
titleStep-By-Step
Rw ui steps macro
Rw step

From within the Dashboard,

select Mailroom from My Tasks ribbon

select Mailroom from the My Tasks ribbon.

2
Rw step

Select the work item you want to process by either clicking it or clicking the pencil icon. This will open the work item folder.

the

Edit Attached Documents

 Once you select and open a work item in the mailroom, you will need to update the records.

Expand
titleStep-By-Step

Steps

Pictures

1
Rw ui steps macro
Rw step
2

Edit the attached document(s) by selecting the edit (pencil) icon.

Image Modified
Rw step
3

Make sure Client Documents is selected in the drop-down (should be by default) to get the right indexing page.

Image Modified
Rw step
4

Begin indexing the record. An image of the document displays on the right.

Image Modified
Rw step
5

Once you've completed editing, select Save and Close

Image Modified
Rw step
6

Repeat until all documents are indexed.

Warning

Warning: Do Not Index the Sub-folder

Rw step

You will see that each document has been moved from Unindexed Documents to Client Documents.


Note: After each document indexed you will be taken back to the Work Items content screen.

Image Modified

Edit Work Item

You will now need to update the work item for final indexing and routing purposes. Open the Work items folder. You will see a specific section to add your Client Folder/Subfolder information.

Expand
titleStep-By-Step

Steps

Pictures

1
Rw ui steps macro
Rw step
2

Click Add,, and then select Client Subfolder.

Image Modified
Rw step
3

Using the standard search criteria, locate the client subfolder to select and double click. The record will now be reassigned to the Folder/Subfolder section.

Image Modified
Rw step
4

You can update the Details level to update the work item (Request Type and appropriate information)

Image Modified
Rw step
5

Click Save and Close when you are finished, and you will be redirected back to the Work item.

Image Modified
Rw step

Select the appropriate action to push the work item through to the next step in the workflow.

Image Modified