Setup Packages

Step 1: Create A Routing Profile

1. Navigate to the Maintenance menu by clicking Menu, Maintenance.
   

2. Under WORKFLOW MAINTENANCE, select MAINTAIN ROUTING PROFILES.
   

3. Click Add to create a new routing profile.
   

4. Give the routing profile a name then click Submit.
   In our example, we will name the routing profile PACKAGE1.
   

5. Single-click the routing profile name in the Routing Profile Maintenance list.
   

This will open the Routing Profile Members Maintenance.

6. Click Add from Routing Profile Members Maintenance.
   

7. Select a valid user from the Route To User drop-down list. This user will receive the routed documents.
8. Set Sequence to 1.
9. Click Submit.
   

Example of Completed Package Entry:

Step 2: Create A Package

1. Navigate to the Maintenance menu by clicking Menu, Maintenance.
   

2. Under WORKFLOW MAINTENANCE, select MAINTAIN DOCUMENT PACKAGES.
   

3. Click Add to create a package.
   

4. Input a Package Name.
5. Select Route Member. This is the name of the routing profile you created in step 1 (PACKAGE1).
6. Select a Doc Type. This will become the Primary Package Document Type.
7. Set Index number to Y for those indexes to be considered in the generated package.
8. Click Submit.

The Package will be added to the Package Maintenance screen.

9. Single-click the package (PACKAGE1).
   This will open the Maintain Packages window.

10. Click Package Documents.
    

This will open the Package Document Maintenance window. The primary package document type, in this example APP, will already be checked and in bold font.

11. Add a check mark next to the other document type(s) you want to include as part of the package.
12. Click Submit.
    

THE MAINTENANCE SETUP IS NOW COMPLETE! You can now route documents to the profile.

Copyright 1992, 1999, Real Vision Software, Inc. (RVI), Alexandria, Louisiana. No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language in any form or by any means without the express written consent of RVI Software, P.O. Box 12958, Alexandria, LA 71315-2958. However, copies of the One Look Manual can be reproduced, in whole or part, for use with the Real Vision Imaging System by Real Vision Software Licensee’s, for use with the imaging system.