Screening workflow

The Screening workflow enables the reviewer to screen an entity before executing workflows associated with its disposition phases. When you create a disposition phase, you can specify whether screening is required before executing the workflow associated with that phase. After screening is complete, the appropriate workflow associated with that phase is launched.

The Screening workflow launches automatically when you initiate the disposition of entities due for disposal and the Is Screening Required option for the applicable phase is set to True.

Review Step

The Review Step page displays the entities to be screened. Those you approve move on to the applicable disposition workflow.

For general information about how to complete this workflow, see Use the disposition workflows.