WorkBasket Tools

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Right-Click Menu

Show Notes	Display existing notes and add new notes.(Will only appear if notes exist.)
Add Notes	Permits the user to type a note. If there is a note attached to an image, will appear at the left side of the index listing under the Flags column.
Email Image	Email the selected document.
Fax	Contact RVI Support for requirements.
Show Routing	Shows the sequence, route, date, and time associated with the routing event.
Index Details	View the index values and file information associated with the document. This is an informational screen and does not permit the user to change any information displayed. If corrections need to be made, they must be accomplished using the Index Maintenance function.
Index Maintenance	Permits the user to update the index information for the selected image. This option also allows for deletion of the document.
Download	Save the selected document to local storage.
Audit Information	Tracking the sequence of events associated with the document.
Z-Options	Perform a user-defined function. Z-Options are setup on the IBM i.
Show In Window	View the selected document(s) in a new window frame.
Maintain Staple	Update an existing stapled bundle. Only appears when the record you are selecting contains the primary stapled document.
Add to Staple Grid	Select a primary document then supporting documents from any system to the staple grid. Once all documents are in the staple grid the user can Finalize the staple process. Once the documents are stapled, if the primary document is viewed the system will automatically display the supporting documents that have been stapled. (The staple grid is cleared automatically when the user logs off.)
Move Profile	Move images to another routing profile if directed to this profile by mistake. When Move Profile is selected, the user will advance to the screen that prompts them to select the desired routing profile from a drop down list. This image will no longer be in this routing profile and no additional stops within the current routing profile will be active. The image will immediately enter into the first stop of the newly selected routing profile. Before this option is selected, be sure that you want to move the image to another profile as opposed to copying the image to another profile.
Move Subgroup	Move the current image to a user defined subgroup within your workbasket.
Remove From WorkBasket	Remove the selected record from the workbasket.

Workflow Inquiry Toolbar

Back	Return to the list of workbaskets.
Que Up For Approval	Sequentially work all items in the workbasket routed for approval or disapproval.
Que Up For Batch Indexing	Sequentially work all items in the workbasket waiting to be indexed.
Pop-A-Que	Work items from a central routing queue. (Only available for users enrolled in Pop-A-Que.)
Records	Number of items in the workbasket.
Display Options	Includes: Display Checked Items allowing users to view all flagged items, Show Row Numbers to activate numerical designation of each row, and Grid To Excel to export the subfile list to an excel spreadsheet.
Workbasket Charts	Graphical representation of a user’s workbasket with 4 options: Aged Items, Active-Forthcoming, Totals, and Approval History. Users can select from bar, pie, or line formats.

Image Display Top Toolbar

Back	Return to the list of items in the current workbasket.
Email	Email the selected document.
Index Details	View the index values and file information associated with the document. This is an informational screen and does not permit the user to change any information displayed. If corrections need to be made, they must be accomplished using the Index Maintenance function.
Notes	Permits the user to type a note and view existing notes. The icon will appear in red when a note exists.
Index Maintenance	Permits the user to update the index information for the selected image. This option also allows for deletion of the document.
Approval	Perform workflow approval on this item.
Remove From Basket	Remove an item from your workbasket. When the current user is finished with the image, they must delete the image from their workbasket. This permits the next sequence number in this routing profile to access this image.
Package	Displays a list of documents that make up the package. If there is a package and all documents in the package exists, will appear under the Flags column. If there is a package but some documents in the package are missing, will appear under the Flags column. View package documents by double-clicking the record. In the subfile list, missing items will be labeled (MISSING). (Button will only appear if a package exist.)
Audit Information	Includes View, Workflow, and Approval audit. Display the history of the item including view, print, email, change, route, fax, cd, and signature requests.
Routing	Send the image to another Profile or User.
Move Subgroup	Move the current image to a user defined subgroup within your workbasket.
Move Profile	Move images to another routing profile if directed to this profile by mistake. When Move Profile is selected, the user will advance to the screen that prompts them to select the desired routing profile from a drop down list. This image will no longer be in this routing profile and no additional stops within the current routing profile will be active. The image will immediately enter into the first stop of the newly selected routing profile. Before this option is selected, be sure that you want to move the image to another profile as opposed to copying the image to another profile.
Call Back	Enter a target date that will trigger a future notification of an event that needs to occur and a descriptive message for the notification. If a call back reminder exists, will appear under the Flags column. If the call back is currently due, will appear. If the call back is overdue, will appear.
Download	Save the selected document to local storage.
Return To Sender	Return the document to the previous user in the routing sequence. This option will only appear if it can be determined that there is a previous user in the routing sequence.
Attach Document	Choose a file(s) to attach to the existing document on display. Once a file is attached, it will be stapled to the primary document.

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.