After an administrator has installed and configured the PAS Workflows asset model, you can use workflow cases to manage change tracking. In this configuration, DOC4000 replaces the Acknowledge and Unacknowledge buttons with buttons to support workflow cases.
You can associate object changes to a new or existing workflow case. Then, you can use the workflow case to manage the change tracking process and to reconcile the changes of associated objects to cases. For more information, see Reconciling Changes Associated to a Case.
To assign changed objects to a case:
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In the DOC4000 web interface, click Changes.
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Use the options to view the list of changes you want. For more information, see Viewing and Filtering the List of Identified Changes.
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Check the box in the left column for each listed change you want to assign to a case. DOC4000 assigns all the selected changes to the same case.
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If you want to assign the changes to a case with a number you know, complete the following steps:
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In Case ID, type the ID number of the case to which you want to assign the selected changes.
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Click the green check mark to the right to quick assign the changes. The linked case number is added in the Case ID column.
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If you want to assign the changes to a case without knowing the case number, complete the following steps:
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Click the plus sign button next to Workflows to assign to an existing case. A list of existing workflow cases is displayed.
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Select the case to which you want to assign the changes, and then click OK. The Changes window refreshes with the linked case number added in the Case ID column for each selected change.
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If you want to assign the changes to a new case, complete the following steps:
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Click the document button next to Workflows to create a new case. The Start a New Case window is displayed.
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Specify the requested information, and then click OK. The Changes window is displayed again with the linked case number added in the Case ID column for each selected change.
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