Table of Contents. Step 1: Originator...3. Step 2: Recipient...9. Step 3: Originator Step 3: Recipient Step 5: Recipient...

Transcription

1 Ad Hoc to Individual User Workflow Guide Updated 06/01/2017

2 Table of Contents Step 1: Originator...3 Step 2: Recipient Step 3: Originator...13 Step 3: Recipient Step 5: Recipient Step 6: Originator

3 Ad Hoc to Individual User Step 1: Originator 1. Open the juvenile s file to initiate an Ad Hoc to Individual User workflow route. Select the icon and then Route. Select Ad hoc to Individual User. 2. Select Ad hoc to Individual User 1. Select the icon

4 2. Entering notes is not necessary. The recipient will not see notes if entered at this step. Select OK to continue.

5 3. The message Document Routed Successfully appears. Select OK to continue.

6 4. Select the Send to User blue man icon located below the document to select a recipient. Select Send to User

7 5. Put a check mark in the box next to the desired recipient and select OK. Note, you can only ad hoc route a file to a user in your state.

8 6. Enter notes for the recipient at this step and select Save. These notes will appear on recipient s Global Assignments page and beneath the routed form in the file.

9 Ad Hoc to Individual User Step 2: Recipient 1. The recipient receives an notification and the file appears on their Global Assignments page. Select the View Document icon to open the file. Select the View Document to open the file

10 2. Option 1: Send to New User Select Send to New User to send the file to a third recipient. See page 7 for instructions on selecting a user. This may be helpful when a supervisor receives a file from the compact office and wishes to assign it to a field user. See Step 4 Recipient 2 to follow this workflow path. Select Send to New User to select a new recipient.

11 3. Option 2: Complete Select the Complete icon to end the workflow and remove the file from your Global Assignments page. Select Complete to end the workflow

12 4. Option 3: Respond to Originator Select Respond to Originator to send the file back to the originator. This may be helpful when returning a home evaluation or quarterly progress report assigned by the compact office. See Step 3 to follow this workflow path. Select Respond to Originator to send the file back to the originator

13 Ad Hoc to Individual User Step 3: Originator 1. If the recipient returns the workflow to the originator, the originator receives an notification and the assignment appears on originator s Global Assignments page. The only option is to Complete the workflow. You can do this from the Global Assignments page by clicking the blue plus sign to view the workflow icon and notes, or you can open the file and Complete the workflow from the web viewer. Select Complete to end the workflow

14 2. Select the Complete icon to end the workflow. Select Complete to end the workflow

15 Ad Hoc to Individual User Step 4: Recipient 2 1. If the original recipient reassigns the file to a third user, the new recipient receives an notification and the assignment appears on the user s Global Assignments page. Select the View Document icon to open the file. Select the View Document to open the file

16 2. The workflow options are Complete to end the workflow or Respond to Sender. If desired, select the blue man icon located below the document to select the recipient. 2. Put a check mark in the box next to the recipient s name and click OK 1. Select the Respond to Sender icon

17 3. Enter notes, if desired, and select Save

18 Ad Hoc to Individual User Step 5: Recipient 1. The recipient receives an notification and the assignment appears on the user s Global Assignments page. Select the View Document to open the file

19 2. The workflow options are Complete to end the workflow or Respond to Originator. If desired, select the green arrow icon located below the document to return the file to the originator of the workflow. 2. Enter notes, if desired, and select Save 1. Select the Respond to Originator icon

20 Ad Hoc to Individual User Step 6: Originator 1. The originator receives an notification and the assignment appears on the user s Global Assignments page. Select the View Document to open the file

21 2. The only option is to Complete the workflow.

22 Ad Hoc to Individual User Workflow is complete