Routing Queue Definition
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After defining roles, defining workflow queues is the next step. A workflow process is made up of steps that include queues and each queue is associated to only one form. A document is always assigned to one user and one queue at any given time. While in a queue, it is the assigned user’s responsibility to access the document via the Worklist Item Widget and complete the form associated to the queue via the Worklist Item Form.
Key fields
| Field Name | Type | Notes |
|---|---|---|
| Form | Drop-down menu |
The form selected here is the form that will be opened when selecting Launch Worklist Item from the Rule Based Routing widget or Routing Admin Dashboard. |
| Allow editing of previously completed item? | Y/N | When Yes is selected here, only one copy of the form specified is available for a given document, meaning that a document may originate with one user and be edited by another. In addition, this document may be edited again by the original author (via the “completed filter” in the Document Worklist widget) even after the document’s workflow is completed. If No is selected, then a new copy of the form specified is presented each time a new user is assigned the document within the current queue. Note: Users assigned to the Manager role for the queue may always edit the document. |
| User Roles | Checkbox | Users associated with the routing roles (via Routing Role Assignment) selected here have access to the queue and form defined on this form. |
| Manager Roles | Checkbox | Users with this role have read/write access to the forms in the queue. Roles are defined in Routing Role Assignment. |
| Reporter Roles | Checkbox | Users with this role have read-only access to the forms in the queue. Roles are defined in Routing Role Assignment. Items are assigned in the Rule Based Routing Admin Dashboard. |
