Part III: Environment

Part III: Environment

Access Groups

Creating an Access Group

Creating a Super Access Group

Admin Groups

Default Admin Group

Creating an Admin Group

Business Calendar

Creating a Business Calendar

Company

Creating a Company Field Value

Department

Creating a Department Field Value

Entitlement Sets

Where an Operator Creates and Processes Work

Personal Queues

Where an Operator Views Work

What an Operator Can Do Based on Security

What an Operator Can Do Based on Options

How an Operator Gets Work

Single Queue Feed Mode

Global Queue Feed Mode

Cascade Queue Feed Mode

Work List Mode

Setting Up Cascade Queue Feed Mode

Specifying the Cascade Order of Access Groups

Specifying the Cascade Order of Nodes

Specifying the Cascade Order of Queues

Allowing an Operator to Transfer Work

Operator Who is Also an Administrator

Entitlement Sets and XTRAC Rules

Access Groups and Security Groups Relationships

Creating an Entitlement Set

Changing Organizations and Entitlement Sets

Exception Policies

Creating an Exception Policy

External Services

Creating an External Service

Nodes

Correspondence Options

Nodes with Correspondence, Source, Queue Order, and Rules

Creating a Node

Searching for a Node

Viewing a Subset of Nodes

Operators

Identification Information

User Types

Login Information

Work Item Transfers

Creating an Operator

Operators in Multiple Organizations

Notification About Work In a Personal Queue

Reactivating an Operator After Login Failures

Disabling an Operator

Viewing the History of a Disabled Operator

Organization

Threshold Values and Timers

Adding an Organization

Updating an Organization

Printers

Adding a Printer

Queues

Creating a Work Queue

Queue Groups

Creating a Queue Group

Security Groups

Transfer-out Security Groups

Creating a Security Group

Security Functions

System

XTRAC Administration

XTRAC Correspondence Administration

XTRAC Work Manager

XTRAC Workbench

Source Systems

Creating a Source System

Associating the Source System with a Node

Registry Settings for the XTRAC Viewer

AddDocument

DDE

Debug

FileNet CS

FileNet IS

Images

FIMS

Override

Failover

Location/Size Settings

URL

Adding a URL

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