Workflow management

The workflow section in PSIsafe Desktop Management enables the PSIsafe Desktop Administrator to query the database for items in the workflow. To open the query screen, click Workflow > Management. The screen includes the following tabs:

Query tab

Building a query to identify workflow items depends on the unique circumstance in which the PSIsafe Desktop Administrator needs to locate the workflow content. Building a query can be simple or complex, depending on the situation and how general, or specific, the search filters need to be. Below is a list of each filter with a brief description.

• Type: folder, document, bundle, distribution, distribution w/reply, external, and AP are all types of workflow items that can be filtered.
• Status
• Date: Originated
• Date: Sent
• Date: Current
• Date: Completed
• Date: Recalled
• Days Back: Originated
• Days Back: Sent
• Days Back: Current
• Days Back: Completed
• User: Originated by
• User: Sent by
• User: Currently with
• User: Completed
• User: Recalled
• Title
• Group: Currently with
• Rule
• Repository
• Cabinet

Edit tab

On the Edit tab, the administrator can manually remove a document from the workflow and send it to a user, group, originator, or cabinet location. You can use this tool only in exceptional circumstances where the original workflow cannot be completed, and should not be part of the normal process for workflow.

To edit the Workflow:

1. Select All listed items or Selected items, depending on your business needs.
2. Select the destination type:
   • User: A single PSIsafe Desktop user you want to redirect the workflow item to.
   • Group: A group of PSIsafe Desktop users configured in the Groups section.
   • Originator: The original PSIsafe Desktop user who initiated the workflow item.
   • Cabinet: A cabinet folder within one of your PSIsafe Desktop repositories.
3. Select a user or a group according to your Step 2 selection.

   Skip Step 3 for destination type "Originator" or "Cabinet."

4. Enter any additional workflow remarks.
5. Click Save to reroute the workflow item.

Indexes tab

The Indexes tab displays the folder indexes for the item currently selected at the bottom of the screen. Users can select different documents in the search results and see their attached folder indexes.

Trace tab

On the Trace tab, the PSIsafe Desktop administrator can look at the workflow history of the item selected from the list selected on the Query tab.

You can also print trace information.

Control the order of items on the lists

Rule steps containing pull down items are listed in alphabetic order. This enables the order of items on the list to be controlled by using numbers or alphabetic titles.

AP tab

PSIsafe Desktop AP is a deprecated module. It is available only for legacy customers. For more information on using this tab, contact Tungsten Automation Support.