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 new
workflow with a different name and configure the new workflow to be
the Screening workflow. In either case, IBM Enterprise
Recordsalways launches the latest
version of the Screening workflow.
For more information about working with workflows, see
Create and modify workflows. If you
choose to create a new workflow with a different name, then follow
the steps below to configure the workflow as the Screening workflow.
The procedure assumes you have already created and transferred the
new workflow.
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 displays
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 displays
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.