Click on Images to Expand Them
...
: In some cases, you may realize that separately scanned documents (and therefore work items) should be merged together in a single work item. |
The example below shows a process where a document was scanned into the Mailroom and needs to be processed with an active work item.
...
Rw ui steps macro |
---|
Write down two work item IDs: The one you want to merge The one you want to merge into
|
|
...
: Mailroom Work Item 2208 is to be merged into Pending Advisor Review Work Item 2191 |
|
|
...
View Larger Image
...
Image Added |
Click on the work item you plan to Merge or click the pencil icon to view the Work Item Details page. |
|
...
View Larger Image
...
Image Added |
In the Merge into Request # field type in the second work item number you noted, then click Save and Close. |
|
...
View Larger Image
...
Image Added |
Click the Merge button to complete the task. |
|
...
: The first work item has now been merged into the 2nd work item. Image Added |
|
...
...
Image Added |
|