By default, the application uses the Screening workflow
when screening is configured for a disposal phase. As with other workflows
from IBM® Enterprise
Records, you can
modify the Screening workflow. However, you can also create a workflow
with a different name and configure the new workflow to be the Screening
workflow. In either case, IBM Enterprise
Recordsalways runs
the latest version of the Screening workflow.
About this task
For more information about working with workflows, see the workflow topic.
If you choose to create a workflow with a different name, then complete
the following procedure to configure the workflow as the Screening
workflow. The procedure assumes that you already created and transferred
the new workflow.
Procedure
To configure the Screening workflow:
- Sign in to the IBM Enterprise
Records application
as Records Administrator.
- Select the Configure tab.
- Click System Configuration.
- The Configuration Items page displays.
Click Screening Workflow.
- The Select Workflow page shows all
of the transferred workflows in the object store. Click Select
from Versions for the workflow you want to configure as
the Screening workflow.
- The Select Workflow Version page shows
all versions of the workflow. Click Select for
the version you want to configure as the screening workflow.
- Click Apply to save the changes.
- Click Exit to cancel or close the Configuration
Items page.