Tech Tip: Agenda Manager 8: Rerouting Items
Learn how to correct a mistake in an Agenda 8 workflow and reroute it to the right person.
August 17th, 2009 Comment on this articleLaserfiche Agenda Manager streamlines and automates the creation of meeting agendas. Staff members propose agenda items using a Web form, and proposed items, along with accompanying reports or other files, are routed to reviewers based on an approval workflow you create. New in Agenda Manager 8 is the ability for Approvers to reroute items back to previous stages in the workflow.
For example, a workflow contains three stages (performed in this order):
- Legal Approval
- HR Approval
- Accounting Approval
An item is submitted to the workflow and approved by the first two stages. During the last stage, Sandra, who is reviewing the item on behalf of the accounting department, realizes there is a mistake that must be corrected. Since the mistake does not affect the legal department, Sandra reroutes the item to the second stage in the workflow. This option saves everyone time and doesn’t waste resources, as the item only needs to be reviewed again by the appropriate stage.
To reroute an item, access the Approve Items page, enter a comment that explains why you are performing the action (required), and click Reroute. In the Reroute Options dialog box, choose a stage. This option is only available if the item has been approved by one or more earlier stages in the workflow.
Tags: Agenda Manager