InfoRouter EDMS Integration
Contents
1. Microsoft Dynamics SU Rou Edwin Ondako Webdiscount Technologies 1 1 2011 Contents MOUCHO OE ER EL OE N OE RA EE OE ME 3 Preparing InfoRouter Library structure sesse sesse sede ee de ee dee Ge ee de ee dee ee dee ee ee de ee de ee ee ee ee ee de ee 4 Bi Ale ss AO OO ER N OT EE OE EE N oe 4 Cree Folders ae PO ER A 7 Define Folder WoOrkFIOWS ccssssssecccccccccsneesseeeeeceessaeesesseeeeeeeesseeesseeeeeeeeeesaeeessseeeeeessueaeeessseeeeeeesauaasssess 11 Create work THOWSTODS ee rincon N to eo Ge ee ee te ie ee ist diR acicate 13 create de SE AE EE N EE EE N EO EO EE EE EO Er 15 Setting up Dynamics SL EE rr rrrn ron r rn rene rennrnrrnnrrnronrnnronronnnnrencrnnnnanoss 17 eb je ie y EO E E E E E ds 17 Materna C 9 ee en ME EA ER ditu 18 PPV ES RE cen esis wren N EE N EE 18 e EN OE EN E o BE GENE GR ee N 19 Pubie nne TOM ORO G Peronista DE ee ke OE Ee ee ee 21 dle N EE ER OE EE N N EE OE EA 21 ica ee o q Ee Re Ge EG ee AE ee De 23 Completing the Workflow Taske ase EE ee see Di Ge Ge aida di Ge eii 24 PRE SINS ie eo DR e e E E EA 32 Introduction Preparing InfoRouter Library structure Create a Library The first step in preparing InfoRouter to receive documents Published from Dynamics SL is to create a L2. B O X Webdiscount Technologies X File Edit View Favorites Tools Help Re Webdiscount Technologies ES The Master Portal MyTasks ControlPanel Help Libraries Nen Name Library Attributes Properties EE ms Cash Manager Admin Department Archive this Library Library Polides Ode Members Local Groups DynamicsSL Local users Library Managers Form Templates A j Statistics Anonymous b New Library Model library Name DynamicsL Allow anonymous access Hidden Library Welcome Message a maa l EE i A http webdis00 100 InfoRouter getuserlist aspx calledby domainmembers amp wizard 1 amp domainid 1027 Users DynamicsL o Username E mail User status Doe johndoe mywebdiscount local Enabled edwin mywebdiscount com Enabled inforouter webdiscount local Enabled ity Dy nic Wir lo Interne Xplorer lo Eh x i le http webdisd0 100 InfoRouter Foldersecurity aspx wizard TRUER amp tmethod CHANGE amp tfoldend 1027 Folder security DynamicSL Users and Groups Permissions Audit Managers Full Control Full Control Library members Policy Managers Full Control Edwin Ondako User Managers Full Control John Doe Click Finish Create Folders To create Folders go to document library main menu Select the DynamicsSL Library created above Take time to design the structure of the folders the way that it
3. Webdiscount Technologies 8 The Master Portal gt Home DocumentLibrary Categories Search System Administrator MyTasks ControlPanel Help ajka A New Edit 3 Cash Transactions Description Cash Transactions Screen Documents Tools View Y Show filters Document Libraries Q cash Manager Admin Department ag Corporate Dynamics E Name Size Format Modified Owner Accounts Payable 5 Y cash Manager Admin HeadOffice Finance Department Y Accounts Payable Y SE Manager A Y General Ledger Loans Management Y HeadOffice Operations Departm Y HeadOffice Procurement Depart Y Kampala Operations Departmen y Form Templates Public Repeat this process until you have finished creating all the necessary folders Define Folder WorkFlows For every folder that will store documents create a work flow that will govern documents that will be published to it If you are following the structure above then you need to create WorkFlow definitions for every folder at screen level To define a workflow on a folder select the folder click tools and select Workflow Definitions N EA E nttp webdisc00 100 InfoRouter doclib default x 2 Webdiscount Technologies x E Webdiscount Technologies The Master Portal Home DocumentLibrary Categories Search System Administrator MyTasks Control Panel Help a de Ed New Edit Tools
4. 27 June 2011 13 58 23 27 June 2011 12 58 23 27 June 2011 12 58 23 HO Cash Transactions Workflow Verify Transaction details 1 DynamicsSL HeadOffice Finance Department Cash Manager Cash Transactions 200 1000007109 pdf System Administrator John Doe Edwin Ondako Check the bank and subaccount used Check the reference used Check the reconciliation mode Check the date and period Check the Account and SubAccount used on the detail grid Confirm the transaction dates Ensure that the transaction description is valid and correct If employee details are required ensure that they have been entered If asset information is required ensure that the correct asset code is picked You may perform the following actions while processing this task w Mar On the right panel one can opt to do any one of the several tasks listed including completing the task But since in the workflow tasks Read was one of the key tasks that must be completed click on the document link to open the published document for reading BARE wel Th NY E e 70 5 r da Collaborate Y Sign THE MICROFINANCE SUPPORT CENTRE LTD Plot 46 Windsor Crescent Kololo PO Box 33711 Kampala Uganda Tel 256 414 233 665 256 312 263 779 Fax 256 414 233 673 email msc msc co ug Description Bank Charges Mbarara Oct 2010 07 11 04 RMSP Loan Moarara AD 1 102010 Bank Charges Moarara Oct 2010 imprest Bank A C Mbarara Amount In wo
5. Count 1 Folder count 0 Document count 1 To complete the second task Edwin Logs in baad N e http webdisc00 100 InfoRouter portals default Customize Login True P ECO X Webdiscount Technologies X mu E Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search EdwinOndako MyTasks ControlPanel Help Logout My Profile s To view and create documents and folders navigate to the Document Library To search for documents navigate to the Search tab For Administrative functions navigate to the Control Panel Remember access to all areas are subject to security a O Or simply sit back and watch videos and presentations to learn how to use infoRouter Ga Take a Tour Search in InfoRouter y Please type your search text here The search Take a Tour engine will return all documents containing the F search text However the documents to which Click on the link below to you have no access will be filtered out of the navigate to the infoRouter search results watch various Video Demonstrations of the Search T solomon vb major features of infoRouter Product Tour Your Tasks Your Favorite Documents ES Verify availability of cash and approve docuemnt Thee o eN documents 2001000007109 pdf 27 June 2011 14 17 58 EE Acallable Check the account codes used on the vouchers Check the control accounts 2001000007112 pdf 22 June 2011 21 09 08 EA If the document
6. Data Entered Verify Transaction details john Doe Pending 27 June 2011 12 58 23 27 June 2011 13 58 23 1 0 0 System Administre E UU General Ledger 2 Aprove Document Approve Cash Document Edwin Ondako Not started System Administr G Loans Management Y Headoffice Operations Departm g HeadOffice Procurement Depart Y Kampala Operations Departmen Y Form Templates public When John Doe logs into infoRouter the assignments will be listed on his home page under Your Tasks main section or on My Tasks NS http webdisc00 100 InfoRouter portals default Customize Login True P BS X E Webdiscount Technologies x MN gt Webdiscount Technologies O A The Master Portal Home Documentlibrary Categories Search JohnDoe My Tasks ControlPanel Help Logout My Profile To view and create documents and folders navigate to the Document Library To search for documents navigate to the Search tab For Administrative functions navigate to the Control Panel Remember access to all areas are subject to security O Or simply sit back and watch videos and presentations to learn how to use infoRouter Ga Take a Tour Search in InfoRoutei Please type your search text here The search Take a Tour engine will return all documents containing the A E search text However the documents to which Click on the link below to you have no access will be filtered out of the navigate to the infoRouter sea
7. EE Sieg Workflow Steps and Tasks HO Cash Transactions Workflow cash Manager Admin Department A corporate Add Step Task name Priority Deadline Assign to Task rule Supervisor AY DynamicsSL Edit Step 7 Y Accounts Payable Y cash Manager Admin Y HeadOffice Finance Department Add Task Y Accounts Payable Edit Task ME same Delete Task Y General Ledger Graphical View Y Loans Management QJ Headoffice Operations Departm Y Headoffice Procurement Depart ay Kampala Operations Departmen E Form Templates Pubic Delete Step Click on Add Step to launch the add step dialogue screen Ed Z http webdisc00 100 InfoRouter doclib default O BS X E Webdiscount Technologies x MN hk TE Webdiscount Technologies SE A E The Master Portal Search Home DocumentLibrary Categories Search System Administrator MyTasks Control Panel Help Document Libraries Y cash Manager Admin Department a Corporate Y DynamicsSL Y Accounts Payable Y Cash Manager Admin Y HeadOffice Finance Department Y Accounts Payable Y Je Manager AI Cash Transactions Y General Ledger Y Loans Management Y Headoffice Operations Departm Y HeadOffice Procurement Depart Y Kampala Operations Departmen PE G Form Templates Y Public Step name Verify Data Entered Enter the name of the Step you are adding Note that workflow steps should be created based on the sequence of events that lead to the approval of a doc
8. HeadOffice Finance Department Zip file Y Accounts Payable ie Click here to create a new sub folder in this folder Y General Ledger Loans Management Y Headoffice Operations Departm HeadOffice Procurement Depart Y Kampala Operations Departmen G Form Templates A Public On the sub menu that pops up select Folder The following New Folder dialogue box is opened a http fwebdisc00 100 TnfoRouterMNewPFolder aspx FolderlD 1019 New folder Parent folder Cash Manager Folder name Cash Transactions e y Complete the screen by entering the Folder name and Description Click next to get additional options a http webdisc00 100 InfoRouter FolderRules aspx folderid 1023 amp wizard TRUE Folder rules Cash Transactions Disallow new folders El Disallow folder deletes E Disallow document check outs m Disallow document check ins E Disallow document deletes El Disallow new documents E Allow dassified Documents E Allowed document formats Document retention period Retention trigger Default view style Mandatory view style Auto prompt Custom Property 2 http webdisc00 100 InfoRouter FolderSecurity aspx FolderID 1023 amp wizard TRUE Folder security Cash Transactions Permissions Full Control Library members Assign folder security and click finish N OS http webdisc00 100 InfoRouter doclib defaul PET
9. View lv Show filters Document Libraries i a i 3 Cash Transacti amp Folder properties Cash Manager Admin Department Corporate Description Cash Transal Folder security Y DynamicsSL FI El Click here to access the workflow Owner AJ Accounts Payable Send to definitions defined on this folder Y Cash Manager Admin Y HeadOffice Finance Department Accounts Payable Cash Manager ee REEKSE ER ER EE RE RARR ee eg 2 Send to workflow 2 Create task Import Export t Y General Ledger EY Loans Management Y Headoffice Operations Departm Y HeadOffice Procurement Depart Kampala Operations Departmen OG Form Templates y Public Y Client Add ins Programs On the sub menu click New sm NOS http webdisc00 100 InfoRouter doclib default ox The Master Portal Webdiscount Technologies e Webdiscount Technologies X Document Libraries Y cash Manager Admin Department ag Corporate El WY DynamiessL En Y Accounts Payable Y cash Manager Admin Y Headoffice Finance Department E QW Accounts Payable EN cash Manager Y Cash Transactions Y General Ledger El Y Loans Management Y Headoffice Operations Departm Y HeadOffice Procurement Depart E Kampala Operations Departmen E E Form Templates public Workflow definitions DynamicsSL Workflow name AccountsPayableAdmin Active folder pat
10. batch to be released the document must be competed in InfoRouter If we log in as John Doe and check the document we see that the first task is marked as complete Task two is now marked as pending and is assigned to Edwin e Do S http webdisc00 100 InfoRouter doclib default D gt BOX E Webdiscount Technologies x aa Ak n Vir eie Search o OD Home DocumentLibrary Categories Search JohnDoe My Tasks ControlPanel Help a de 63 Edit 3 Cash Transactions Description Cash Transactions Screen Documents E Name Size Format Modified Show filters New Tools View Document Libraries Y DynamicsSL Y Accounts Payable Cash Manager Admin OE Ee E 2001000007108 pdf ry 64KB Office Document 27 June 2011 12 57 35 System Administrato AY Accounts Payable Es p Y Cash Manager Y N HO Cash Transactions Workflow Y General Ledger Step Task name Task owner Task status Start Date Due Date Finished on Assigned version End ver 1 Verify Data Entered Verify Transaction details John Doe woe 27 June 2011 12 58 23 27 June 2011 13 58 23 27 June 2011 13 17 57 1 0 0 1 0 0 2 Aprove Document Approve Cash Document Edwin Ondako Pending 27 June 2011 13 17 58 27 June 2011 14 17 58 1 0 0 Y Loans Management t Y HeadOffice Operations Departm Y HeadOffice Procurement Depart Y Kampala Operations Departmen QO Form Templates public mm r 4 Tm r 1 1 Total Item
11. click on the edit button on the extreme right Open this document Security Versions 1 Associations 0 Subscribers 0 Subscribe Distribute Thumbnail Logs amp Reports Comments 1 Add comment Tasks and Workflows SOX Review Document Properties 2001000007109 pdf rw EER RR Workflow status Current workflow Publishing rules Approved Latest version number 1 0 Published version 1 Publishing rules Completion status Percent complete Completion date Classification settings Classification level Downgrade on Dedassify on Retention and Disposition settings Retention date Disposition date Expiration date ISO Periodic review 4 This will open the Set Completion Status screen a Set completion status 2001000007109 paf Windows Int EET ss a http webdisc00 100 TnfoRouterSettompletionstatus aspx tems 01018 Help Back Set completion status 2001000007109 pdf Percent complete 10 status 2001000007109 pdf Windows Int Sox i a http webdisc00 100 InfoRouter SetCompletionStatus aspx items D1018 Help Back Close Set completion status 2001000007109 pdf Percent complete r Completion date DM 13 46 1 Today Set the correct completion date and then click ok On document properties page it now shows 100 complete A Document Properties 2001000007 10
12. entries are correct then approve 2001000007115 pdf 22 June 2011 18 13 25 Powered by infoRouter e ta t gt Note again that all pending tasks for Edwin will be listed by default under Your Tasks section and in My Tasks See D 8 http webdisc00 100 InfoRouter portals default Customize Login True SS e Webdiscount Technologies X Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search Edwin Ondako MyTasks ControlPanel Help Logout My Profile My Tasks Action Doc Id Document name Priority Task status Due Date Date assigned Assigned by Assigned to Supervisor v Due tasks e Tasks Assigned tome v E E 1002 solomon vb pdf Normal Pending 26 March 2011 09 42 35 26 March 2011 08 42 35 System Administrator Edwin Ondako G ES D 1004 2001000000002 PDF Normal Pending 18 June 2011 11 52 49 18 June 2011 10 52 49 System Administrator Edwin Ondako G t E rm 1011 2001000000008 PDF Normal Pending 21 June 2011 14 08 50 21 June 2011 13 08 50 System Administrator Edwin Ondako G E mn 1007 2001000000005 PDF Normal Pending 21 June 2011 14 10 38 21 June 2011 13 10 38 System Administrator Edwin Ondako G EA rm 1013 2001000000011 PDF Normal Pending 21 June 2011 14 41 55 21 June 2011 13 41 55 System Administrator Edwin Ondako G EA F 1014 2001000000012 pdf Normal Pending 21 June 2011 15 08 50 21 June 2011 14 08 50 System Administrator Edwin Ondako G EA 1015 2001000007118 p
13. is now listed Create as many workflow steps as necessary In this example we have created a workflow with two steps Create Step Tasks Next step is to create Step Tasks To create tasks that should be done in each step created above highlight a step and click add task F cad Se http webdisc00 100 InfoRouter doclib default X Webdiscount Technologies X ma om Webdiscount Technologies dl N E The Master Portal Search Home Documentlibrary Categories Search System Administrator MyTasks ControlPanel Help Logout My Profile Document Libraries Task Definition HQ Cash Transactions Workflow Step 1 Y Cash Manager Admin Department corporate Users Assignte Y yo Document owner John Doe Y Accounts Payable Submitter Y Cash Manager Admin Edwin Ondako Y HeadOffice Finance Department Y Accounts Payable Y Cash Manager m t G General Ledger F 3 Lome eat If you choose not to assign this task to specific users z Y HeadOffice Operations Departm infoRouter will prompt for assignees at submission G HeadOffice Procurement Depart Step number 1 Y Kampala Operations Departmen F Form Templates Task name Verify Bank Account details K Public Task rule One user is enough to complete the task v i Priority Normal Deadline Day s 1 Hours Allowed start time span j Day s 1 i Hours prior to due date Task reminder Day s 1 Hou
14. published version m V Comments V Approve Reject decision E 150 Periodic review SOX Review E Classification downgrade Dedassification E Edit F Archive Provide additional details on how the task should be completed The requirements section is also of great importance as it will control the actions that are necessary in ensuring that the task is complete For example if Read is checked it will require that for this task the document must be opened before the task can be marked as complete ERE ntto webdisc00 100 InfoRouter doctib default P Bex B Webdiscount Technologies ua Ax A E logi IN RS Webdiscount Technologies Sad The Master Portal Home Document Library Categories Search System Administrator My Tasks Control Panel Help Logout My Profile Help Back Doors Workflow Steps and Tasks HO Cash Transactions Workflow Y Cash Manager Admin Department Y Corporate Add Step Task name Priority Deadline Assign to TEE Sup I DynamicsSL Edit Step 1 Verify Data Entered Sl F Y accounts Payable Delete Step 2 Verify Transaction details Normal 1 Hours John Doe One user is enough to complete the task Edwin Ondako Y L e p Cash Manager Admin A Add Task Task Instructions Check the bank and subaccount used Check the reference used Check the recondliation mode Check the date and A HeadOffice Finance Department period Check the Account and SubAccount used on the detail arid Confirm the trans
15. task At this point we have completed the two steps that were defined for the workflow We can also verify the document status in Dynamics screen by opening the batch Number 007 109 Reconciliation Mode Status on Hold Period to Post 04 2011 Date 0 31 2010 No Action Type ksenia Reference Number 007109 500 0 Cash Account Company ID MICROFINANCE SUPPORT CENTRE its Credits Bank Account Sub 000 015 00 00 00 00 AC0611 Entered 43 500 00 0 00 Tran Description Bank Charges 0 00 43 500 00 43 500 00 43 500 00 Subaccount a 430 0 15 AQ 00 00 00 0000 Letal Ft Tor griafTorm view IA rl Note that there is no Next Task Also the completion status is for the document is given as 0 if you try to release the document you get the following This document indicates that it is 0 complete and has pending tasks The pending task is Make sure this task is complete in Inforouter EDMS and try again Only documents that are 100 complete and hawe no pending tasks can be released This is because the document has not been marked as 100 complete in InfoRouter Work flow It is only the tasks that have been completed but the general work status of the document is 0 so far When one is working on the tasks assigned they must also update the completion status To complete the document to 100 in infoRouter open the document properties Scroll down do the completion status section and
16. v 2 And recent document list updated on home page ES http webdisc00 100 InfoRouter portals default P Bex amp Webdiscount Technologies The asiar ronal oe me ee AA E E The Master Portal Search Home Documentlibrary Categories Search JohnDoe MyTasks ControlPanel Help Logout My Profile To view and create documents and folders navigate to the Document Library To search for documents navigate to the Search tab For Administrative functions navigate to the Control Panel Remember access to all areas are subject to security Or simply sit back and watch videos and presentations to learn how to use infoRouter Take a Tour Search in InfoRouter Please type your search text here The search w l go 2 PF Take a Tour engine will return all documents containing the 5 search text However the documents to which Click on the link below to you have no access will be filtered out of the navigate to the infoRouter search results Your Recent Documents el various Video watch various Video Demonstrations of the Search 3 2001000007109 major features of infoRouter Product Tour Your Tasks Your Favorite Documents No available content This is a list of your favorite documents No Content Available Powered by infoRouter 3 e ta t gt 3 If we check the status of the batch in Dynamics SL Batch Number 007408 la Reconciliation Mode 5 On Hold Perio
17. 4 20 11 Date 10 31 2010 Type Nonrecurring Reference Number 997109 Cash Account Company ID msc MICROFINANCE SUPPORT CENTRE Debits Credits Bork cts oa a os Tran Description Bank Charges Offset 0 00 43 500 00 PR Number Total 43 500 00 43 500 00 Letal 4 Tor griayTorm view The batch is successfully released dit Cash Account T Actions Customize A A X M M 4 gt DM O A Batch Number 007109 Reconciliation Mode fbyBatch Status Junposted y Period to Post 04 20 11 Date 10 31 2010 NO Action E Nonrecurring Reference Number 007109 Control 43 500 00 MSC MICROFINANCE SUPPORT CENTRE Credits Debits 1292400 o00 015 00 00 00 00 AC0611 Entered 43 500 00 0 00 Bank Charges Offset 0 00 43 500 00 PR Number Total 43 500 00 43 500 00 Letal 7 Tor Qria TOrm view y ID old Staff Number Account ype F 5351100 5 B 430 015 AD 00 00 00 0000 b TT AN Document Status COMPLETE Complete Status 100 Next Task UGX INS MSC SYSADMIN 6 27 2011 7
18. 9 pdf Workflow status Approved Current workflow Open this document Security Publishing rules Versions 1 7 Latest version number Associations 0 Published version Subscribers 0 Publishing rules Subscribe Completion status Distribute Thumbnail Percent complete 100 Logs amp Reports Completion date 27 June 2011 13 46 01 G ts 1 Comments 1 Classification settings Add comment METIA Classification level Downgrade on Dedassify on SOX Review Retention and Disposition settings Retention date Disposition date Expiration Expiration date ISO Periodic review 4 In Dynamics SL the document status is now complete K 4 gt HIE As Aj Cash Account Tran s 20 0 ustomize W la xk E Number 007109 Reconciliation Mode Status on Hold Period to Past 04 20 11 Date Handling No Action Type Reference Number 007109 Control 43 500 00 Debits Credits Entered 43 500 00 0 00 Offset 0 00 43 500 00 43 500 00 43 500 00 Nonrecurring 430 015 AD 00 00 00 0000 a la View Inforouter Document Status Submit to InfoR outer Library w A O A UGX INS MSC SYSADMIN 6 27 2011 z Now set the handling to Release Now There is no error message Finish the document Actions Customize dd AXAN 4 gt HE e z Batch Number 007109 Reconciliation Mode by Batch y Period to Post 0
19. Dynamics InfoRouter Integration Module User Manual This is a user manual for Dynamics InfoRouter Integration Module It is aimed at guiding the user to successfully setup maintain and utilize the module
20. action dates Ensure that the transaction description is Y Accounts Payable Edit Task val Y Cash Manager WW cash Transactions Em Q General Ledger Graphical View 2 Aprove Document CJ Loans Management Y HeadOffice Operations Departm J Headoffice Procurement Depart aQ Kampala Operations Departmen y Form Templates Public hs Approve Cash Document Normal 1 Hours Edwin Ondako One user is enough to complete the task Task Instructions Verify availability of cash and approve docuemnt Create all the tasks as required for the step Repeat this for all tasks Setting up Dynamics SL Setup screen Before starting to use the Dynamics InfoRouter Integration the setup screen must be completed _ iy InforRouter Interation Setup DI 950 00 Actions Customize bl i Site Details InfoRouter URL http webdisc 00 100 inforouter Root Library for Dynamics Docs UynamicsSL Inforouter Dynamics Login SYSADMIN Password TrI Titi Database secunty info SQL User ma Password EEE Conyld Reg Company Name The Microfinance Support Centre Lid Reg Code UH16X 6435U G2X15 MLXOS 6 0410 UGX INS MSC SYSADMIN 6 27 2011 Enter the URL used to access infoRouter The URL entered here must be valid The system will validate it upon saving Should you encounter a problem review the error messages that might be displayed and correct the setup Enter the default Dynamics Library To comp
21. d to Post 032011 Date 10 31 2010 Handling mo Action Type Nonrecurring Reference Number 007109 Control 43 500 00 Cash Account Company ID MSC Debits Bank Account Sub Credits 1292400 000 015 00 00 00 00 AC0611 Entered 43 500 00 0 00 Tran Description Bank Charges Offset 0 00 43 500 00 z Total 43 500 00 43 500 00 Letal 4 Tor griasTOr View Subaccount a 430 015 AD 00 00 00 0000 F essens Contino Document Status PENDING Complete Status 0 Next Task Aprove Document Releasing the Batches At this stage we can test the process of releasing the batch in Dynamics SL Open the Cash transactions screen and load the batch On batch Handling drop down select Release Now Actions Customize a Xin 4 bl IE e z Batch Number 007109 Reconciliation Mode by Batch Period to Post 04 20 11 Date Type Ee Reference Number Release Now Cash Account React Company ID MICROFINANCE SUPPORT CENTRE Bank Account Sub 000 015 00 00 00 00 AC0611 43 500 00 0 00 Tran Description Bank Charges 0 00 43 500 00 43 500 00 43 500 00 Subaccount a Letal Ft Tor griafTorm view A more detailed message screen follows This document indicates that it is 0 complete and has pending tasks The pending task is Aprove Document Make sure this task is complete in Inforouter EDMS and try again Only documents that are 100 complete and have no So for the
22. df Normal Pending 21 June 2011 19 16 02 21 June 2011 18 16 02 System Administrator Edwin Ondako G x rm 1016 2001000007115 pdf Normal Pending 22 June 2011 18 13 25 22 June 2011 17 13 25 System Administrator Edwin Ondako G a 1017 2001000007112 pdf Normal Pending 22 June 2011 21 09 08 22 June 2011 20 09 08 System Administrator Edwin Ondako G G 3 1018 2004000007409 pdf Normal Pending 27 June 2011 14 17 58 27 June 2011 13 17 58 System Administrator Edwin Ondako G Task Indtructions Verify availability of cash and approve docuemnt To perform work on the task click on the task icon under Action column The task screen opens with details about the tasks to be completed ERA E http webdisc00 100 InfoRouter portals default Customize Login True P gt B X amp webdiscount Technologies x The masier pana nro aoieS AA E E The Master Portal Search Home Documentibrary Categories Search Edwin Ondako MyTasks ContolPanel Heb Task Complete task i EE ia Priority Normal Edit Comment Task status Pending Add Attachme bear Task result Create assodated task Due Date 27 June 2011 14 17 58 Reassign to Allowed Start Date 27 June 2011 13 17 58 bee ad Task reminder 27 June 2011 13 17 58 Document Properties Workflow name HO Cash Transactions Workflow Show Workflow Step name Approve Cash Document 2 Document jamicsSL HeadOffice Finance riment Cash Man Transactions 200 1000007109 pdf Assigned by System A
23. dministrator Assigned to Edwin Ondako Task Instructions Verify availability of cash and approve docuemnt ask permissions You may perform the following actions while processing this task No specific permissions have been given for this task Click on complete task The Complete Task dialogue screen appears In the Task results select approved In Task Comment field enter your comments for approving the task D a http webdisc00 100 InfoRouter portals default Customize Login True A BOX Webdiscount Technologies X aana Te masier pona Sro onies OE The Master Portal Search Complete the Task Task result Approved id Task Comment The entry can be released Itis in order 4 Click ok O Are you sure you wish to complete the task Click Ok e http webdisc00 100 InfoRouter portals default Customize Login True p BCX 2 Webdiscount Technologies X Webdiscount Technologies ET 187 The Master Portal Home Document Library Categories Search Edwin Ondako My Tasks Control Panel Help Logout My Profile Attention This task cannot be completed You have not read the latest version of the document You get this message if you did not read the document and you try to approve You must read open the document first before completing the task Remember this is one of the actions that were set up to be completed before a task can be marked as complete Click Ok To open t
24. finition screen for the Cash Transactions screen Also note that is have been assigned to the user who is supposed to do the first task automatically as was specified during the creation of workflow definitions The status is pending Tracking Status Now in Dynamics if we refresh the batch Close the batch if you had not yet closed and open the batch again we see that the status of the document in infoRouter is indicated in the status bar In this case it shows that the next task is Verify Data Entered Actions Customize W A X H H 4 H Batch Number 007109 heal Reconciliation Mode Status on Hold Period to Post 04 20 11 ate Handling No Action bd Type Nonrecurring Control 43 500 00 Cash Account Company ID MICROFINANCE SUPPORT CENTRE Debits Credits Bank Account Sub 13292400 000 015 00 00 00 00 ACO611 Entered 43 500 00 0 00 Tran Description Bank Charges Offset 0 00 43 500 00 PR Number Total 43 500 00 43 500 00 Letal r Tor griafTorm view Subaccount a 430 015 AD 00 00 00 0000 Document Status PENDING Complete Status 0 Next Task Verify Data Entered UGX INS MSC SYSADMIN 6 27 2011 To get more detailed status view click on the View InfoRouter Document Status button at the bottom of the screen On the Status screen enter your login details to infoRouter and click Load Details is Customize W A XIN 4 gt H Ed InfoRouter Userld sy
25. flush application settings and cached items Search and Category Administrators Click here to create edit Saved Search Category Administrators more Server Status Displays the infoRouter server version and platform information Logs amp Reports EE Click here to see the logs Click here to manage Global User Groups Here you can crebte Portals p MIME types Click here to manage infoRouter Portals Portals are customized Click here to manage MIME types MIME types allow infoRouter l and your browser to correctly identify document formats during Libraries Click here to manage infoRouter Libraries Here you can create isolated work areas for your employees customers and partners more Custom properties Click here to manage Custom Property Sets Custom Property Sets are customizable sets of information that can be defined and attached to folders documents and users These sets of information are used to further define the document folder or user more System Recyde Bin TD Ss Eta Click here to manage the System Recyde Bin Here you can SN search for and restore deleted documents more E mail and Notification Settings Q Please dick here to manage the E mail and Notification Settings Online Samples Click here to download sample templates portals documents and custom properties from the infoRouter support site A Document Types Please dick here to manage the document types El E
26. h DynamicsSL Accounts Payable OS http webdisc00 100 InfoRouter doclib default P B X Swersiscount Technologies x Ros Webdiscount Technologies OE The Master Portal Document Libraries i Y cash Manager Admin Department si Y corporate QW DynamicssL Y Accounts Payable Y cash Manager Admin E QJ Headoffice Finance Department El Y Accounts Payable Y cash Transactions Y General Ledger Y Loans Management Y Headoffice Operations Departm Y HeadOffice Procurement Depart Y Kampala Operations Departmen E Q Form Templates E QO public Workflow definition New workflow name Workflow name HQ Cash Transactions Workflow Active folder path pynamicsSL Enter a workflow name On the Active folder path field click on select button 1 00 mel Dyranness Hesdo oe Frente Department Cah Manager Format Browse to the desired folder and click ok N g http webdisc00 100 InfoRouter doclib default p BOX 2 Webdiscount Technologies x fr amp amp File Edit View Favorites Tools Help Boe E The Master Portal ede Document Libraries Y cash Manager Admin Department e AY Corporate Y DynamicsSL E Y accounts Payable Active folder path fice France LIE Y cash Manager Admin AJ HeadOffice Finance Department Y Accounts Payable Y Je Manager AQ Cash Transactions H Y General Ledger J Loans Management QI Headoffice Ope
27. he document click on the document link i Se g http webdisc00 100 InfoRouter docs DynamicsSL HeadOffice 20Finance 20Departm O X 2 webdisc00 EJ E EJ 1 IR lt 3 Ly 70 5 da Collaborate A Signy Sy eo piot ac wimasor Crecent Kolo CASHIBANK PO Box 33711 re ase 414 253 VOUCHER Tel 256 414 233 665 256 312 263 779 Fax 256 414 233 673 email mac msc co ug Currency UGX Description Bank Charges Mbarara Oct 2010 Batoh Number 007109 Bank ene Amount In words torty iivee thousand five hundred and xx 100 Verified by Signature Monday June 27 2011 Date After reviewing close the document and return on the main document page Complete task Edit Comment Add Attachment Create associated task Reassign to Delete Task Document Properties Show Workflow LS nttp webdisc00 100 InfoRouter portals default Customize Login True P Bex G Webdiscount Technologies E Webdiscount Technologies The Master Portal ask permissions Priority Task status Task result Due Date Allowed Start Date Task reminder Workflow name Step name Document Assigned by Assigned to Task Instructions Normal Pending 27 June 2011 14 17 58 27 June 2011 13 17 58 27 June 2011 13 17 58 HQ Cash Transactions Workflow Approve Cash Document 2 jamicsSL HeadOffice Finance Man Transactions 2001000007109 pdf System Administrator Ed
28. his name must exist as it is in InfoRouter Otherwise you will receive an error message should you type in the wrong name It is advisable that you leave the default name If the default library name is correct then the WorkFlowlD is defaulted from the InfoRouter Server Should you overwrite this workflow id ensure that the new workflow id exists in InfoRouter Enter the report template to be used to publish the report Note that this report template must 1 exist in the usr rpts folder 2 not have any ROI field names that it will require at runtime 3 It must have its file extension specified The parameters used for the filters are BatNbr for batch number filtering and RefNbr for reference number filtering In report filtering dropdown select the filtering level for select records to be published from the selected screen For example if the screen is Cash Transactions Screen each transaction is defined by the batch number So the Report Filter selected for this screen is Batch However for screens such as Vouchers and Adjustments where transaction documents and be selected by reference number then Batch and Reference number can be selected Repeat these for all the screens that you will be publishing to infoRouter libraries Publishing to InfoRouter Once all the maintenance tasks are complete integrated screens can now be used to publish documents to infoRouter libraries In this manual Cash Transactions Screen is used fo
29. ibrary that will store Dynamics SL published documents To create a document library log in to InfoRouter with administrative rights and go the control panel Select Libraries lt 59 http webdisc00 100 InfoRouter portals default Customize Login True P EO X Webdiscount Technologies X ma E Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search System Administrator MyTasks ControlPanel Help Control Panel Manage Users Global User Groups Click here to manage infoRouter user accounts Here you can create new infoRouter accounts edit delete existing accounts and import user accounts more and manage Global User Groups which allow you to easily library access and security more entry points into infoRouter Here you can create various portals for employees customers and partners more downloads more Warehouse status Click here to view vital statistics about your disk space usage and how your documents are spread out over the drives in the infoRouter Document Warehouse more License Manager Click here to enter edit your infoRouter License Key General Application Settings Please click here to manage the General Application Settings Authentication and Password Policy Settings Please click here to manage the Authentication and Password Policy Settings Flush Application Cache and Settings Click here to
30. into the infoRouter site and check the documents area In our case the document can be seen as below gt AE nttp webdisc00 100 InfoRouter doclib default P BOX E webaiscount Technologies x ME E Webdiscount Technologies The Master Portal Home DocumentLibrary Categories Search System Administrator MyTasks ControlPanel Help ajk A New Edit Tools View v Show filters 3 Cash Transactions Document Libraries G Cash Manager Admin Department Y Corporate Description Cash Transactions Screen Documents i agen E Name Size Format Modified Owner Accounts Payable gt ELE gt F X 64KB Office Document 27 June 2011 12 57 35 System Administrator a A Gash Manager Adwin EB 2001000007109 pdF m y HeadOffice Finance Department 3 Accounts Payable Cash Transactions Workflow Y Cash Manager Step Task name Task owner Task status Start Date Due Date Finished on Assigned version End version Assigned by SAI Cash Transactions 1 Verify Data Entered Verify Transaction details john Doe Pending 27 June 2011 12 58 23 27 June 2011 13 58 23 1 0 0 System Administr w General Ledger 2 Aprove Document Approve Cash Document Edwin Ondako Not started System Administri CJ Loans Management Y HeadOffice Operations Departm Y HeadOffice Procurement Depart Y Kampala Operations Departmen Q Form Templates Public Note that the document is published in the folder that was specified in the WorkFlow de
31. ive departments Users will be able to select only departments that they belong to f ai Department Assignment RQ 280 00 11 amp j Actions Customize W A X HH 4 bb cn y Hend ofe ae Users F4 for gird form view Emong Peter Ojulang Systems Administrator Workflow definitions Next maintain the Workflow definitions 44 Work Flow Definition 0125000 e Actions Customize W x Hd Hd A w Screen Fiter Module Screen Department Refresh Details Details Module Report Template 50010 A mt Screen Report Filter Batch Number Department Description Cash Account Transactions Head Office Finance Library ID Library Mame Cash Transactions Work How ID UGX INS MSC SYSADMIN 6 27 2011 The workflow definitions screen is designed to setup screens departments libraries and workflows that govern each screen department combination To complete the workflow definition screen Optionally select the module in the filter section This will help filter the list of screens to be selected in the detail area to those from that particular module only In the detail area Select the Screen number Select the department Enter a description By default the name of the screen and department name is populated Select the library id This is picked from InfoRouter library definition codes Enter the library name This defaults from the InfoRouter library name for the selected folderid Note that t
32. lete this task you must have created the required Library while preparing the infoRouter in the previous sections Enter the login that will be used by Dynamics to log into infoRouter at system level It is advisable that you create a specific user account using infoRouter authentication that will be dedicated for this purpose The user account must have administrative rights to the Root folder specified above and all the sub folders under it In the Database security info enter a log in to be used to the sql database In module Registration enter the Company and Reg Code to activate the module Save the record Maintenance Options Dynamics InfoRouter uses the Requisitions Module for some of the maintenance tasks It relies on two important screens the Department maintenance screen and department assignment screen Departments Use the department maintenance screen to setup all the departments These departments will be used during the publishing process to identify the correct workflow for the specified department Contact Info Phone Ext Ic J Atin Fax Ex lc J Address 1 E Mail Address Address 2 City Sta te Pr OWiInce Default Dept Expense Account Subaccount See Reg Setup Account 5431100 Other Administative expenses Country Region Subaccount q90 000 FN 00 00 00 000000 HO Finance Gen UGX INS MSC SYSADMIN 6 24 2011 Use the department assignments screen to assign users to their respect
33. nfirm the transaction dates Ensure that the transaction description is valid and correct If employee details are required ensure that they have been entered If asset information is required ensure that the correct asset code is picked ask permissions You may perform the following actions while processing this task 4 b The complete the Task dialogue windows is opened ES http webdisc00 100 InfoRouter portals default Customize Login True P Bel veoscomtemecze gt il Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search JohnDoe MyTasks ControlPane Help Logout My Profile Help Back Close Complete the Task Task result Approved Task Comment Thisis ok Please go ahead 4 Note that the tasks options available on this screen are dependent on the workflow definition for the tasks Click on to complete the task Are you sure you wish to complete the task Click OK to accept Task status is now complete gt g http webdisc00 100 InfoRouter portals default Customize Login True P Bex 2 Webdiscount Technologies X ma Webdiscount Technologies E The Master Portal ss Home Document Library Categories Search JohnDoe My Tasks ControlPanel Help sa x Ax YE wO y Logout My Profile Task Document Properties ask permissions 4 Priority Task status Task result Allowed Start Date Ta
34. r illustrations Publish To publish a document to infoRouter Enter or open an existing batch EE Er ER EE en M 4 bk H Ed e Batch Number 007102 a fal Reconciliation Mode by Batch status on Hold Feriod to Post 04 20 11 Date 10 31 2010 Handling o Action id Type Nonrecurring Reference Number 007109 43 500 00 Cash Account Company ID MICROFINANCE SUPPORT CENTRE Debits Credits Bank Account Sub 1709749 000 015 00 00 00 00 AC0611 Entered 43 500 00 0 00 Tran Description Bank c Charges Offset 0 00 43 500 00 PR Number Total 43 500 00 43 500 00 PETAI 1 Tor QnarTorm View ah Account j Subaccount Description 1 3351100 430 0 15 AD 00 00 00 000000 Bank Charges Mbarara Oct 2011 View Inforouter Document Status Document Status Complete Status Next Task UGX INS MSC SYSADMIN 6 27 2011 Click on the Submit to InfoRouter library button at the bottom of the screen The Submit to InfoRouter Library screen DI 100 00 appears On the Department field press F3 Note that only departments that the user is assigned to will appear in the PV list Enter a comment for this document being published Enter your log in credentials to InfoRouter server Ay Submit to Inforouter Library Actions Customize A 4 X W 4 HIE aR ss Department OOOFN Comment SYSADMIN UGX INS MSC SYSADMIN 6 27 2011 To confirm that the document has been published log
35. rations Departm HeadOffice Procurement Depart a Y Kampala Operations Departmen Q Form Templates Q Pubic Workflow definition New workflow name Workflow name HQ Cash Transactions Workflow The new workflow definition is now listed EA S ttp webdisc00 100 InfoRouter doclib defautt P B X amp Webdiscount Technologies x Webdiscount Technologies IS E The Master Portal Search D Workflow definitions DynamicsSL le Y Cash Manager Admin Department G Corporate Workflow name Active folder path es Properties AccountsPayableAdmin DynamicsSL Accounts Payable a Accounts Payable Pe AP Checks Approvals PynamicsSL ala HQ Cash Transactions Workfow Dynamic HeadOffice Finance Department Cash Manager Cash Transactions HeadOffice Finance Department Accounts Payable Cash Manager Y Cash Transactions Y General Ledger EAN Loans Management QW Headoffice Operations Departm QQ HeadOffice Procurement Depart ay Kampala Operations Departmen t G Form Templates E Q Public Create work flow steps The next step is to create work flow steps To create workflow steps highlight the created workflow and click workflow steps link ALS http webdisc00 100 InfoRouter doclib default p Box G Webdiscount Technologies lt Webdiscount Technologies E The Master Portal f System Administrator My Tasks Control Panel Help Home l Document Library fe
36. rch results watch various Video i Demonstrations of the Search No Content Available major features of infoRouter Product Tour Your Tasks Your Favorite Documents Check the bank and subaccount used Check the reference used This is a list af your favorite documents Check the reconciliation mode Check the date and period Check the Account and SubAccount used on the detail grid Confirm the ae Corer Avalla transaction dates Ensure that the transaction description is val 2001000007109 pdf 27 June 2011 13 58 23 Powered by infoRouter javascript opentask 1038 John Doe can complete the task assigned to him by clicking on the link to the task This opens the task window that shows more details about the task Note that the task instructions are also displayed Webdiscount Technologies E The Master Portal Categories Search va http webdisc00 100 InfoRouter portals default Customize Login True P BCX eg Webdiscount Technologies X John Doe MyTasks ControlPanel Help Home Document Library Task Complete task Edit Comment Add Attachment Create associated task Reassign to Delete Task Document Properties Show Workflow ask permissions 4 Priority Task status Task result Due Date Allowed Start Date Task reminder Workflow name Step name Document Assigned by Assigned to Supervisor Task Instructions Normal Pending
37. rds forty hree thousand five hundred and xx 100 Published by Signature Date SYSADMIN Verified by Signature Monday June 27 2011 Date Crosted sy MEPARL on SION ME ss Bank Charges Mbarara Oct 2010 CASH BANK VOUCHER Currency UGX Satoh Number 007109 EN EN You can close the open document after reviewing To complete the task click on the complete task link ES nttp webdisc00 100 InfoRouter portals default Customize Login True D B6X E Webascount Technologies x E Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search JohnDoe MyTasks ControlPanel Help Logout My Profile Task Complete task Priority Normal Edit Comment Task status Pending Add Attachment Take dt Create assodated task Due Date 27 June 2011 13 58 23 Reassign to Delete Task Document Properties Show Workflow Allowed Start Date Task reminder Workflow name Step name Document Assigned by Assigned to Supervisor Task Instructions 27 June 2011 12 58 23 27 June 2011 12 58 23 HQ Cash Transactions Workflow Verify Transaction details 1 amicsSL HeadOffice Finance Transactions 200 1000007109 pdf System Administrator John Doe Edwin Ondako Check the bank and subaccount used rtment Cash Man Check the reference used Check the reconciliation mode Check the date and period Check the Account and SubAccount used on the detail grid Co
38. rs prior to due date Task instructions Check the bank and subaccount used Check the reference used Check the reconciliation mode Check the date and period Select the person s to be assigned the task Enter the task name Complete the rest of the options accordingly There should be a deliberate effort to ensure that the instructions area is as complete as possible These instructions will guide the person completing the task w e SN g http webdisc00 100 InfoRouter doclib default P BOX lt Webdiscount Technologies eel OR The Master Portal Home DocumentLibrary Categories Search System Administrator My Tasks Control Panel Help Logout My Profile Doane teats Task Definition HQ Cash Transactions Workflow Step 1 G Cash Manager Admin Department gi INN XX er eg ee Y Corporate Check the date and period Y DynamicsSL Y Accounts Payable cash Manager Admin HeadOffice Finance Department Accounts Payable G Cash Manager Y cash Transactions Supervisor Edwin Ondako Y General Ledger Send notification to i PA end notification to supervisor 1 Days after due date v Y HeadOffice Operations Departm Task permissions I HeadOffice Procurement Depart E Edit document Postpone task Y Kampala Operations Departmen E Y Form Templates E Change task priority Change finish date F Q Public E Edit next step E Edit all steps Task requirements Y Read Read
39. sadmin Password Pa 2001000007109 pat 2011 06 27 12 57 35 2011 06 27 12 57 35 UGA INS MSC SYSADMIN 6 27 2011 Note If you do not have access to the folder containing this document then you will not be able to view the details Completing the Workflow Tasks If we go back to infoRouter we note that the document has been assigned to John Doe automatically because of the workflow assigned to that folder To complete the tasks John Doe must log into infoRouter and complete the tasks assigned to him lt OS http webdisc00 100 InfoRouter doclib default P BOX RS Webdiscount Technologies The Master Portal e Webdiscount Technologies Home DocumentLibrary Categories Search System Administrator MyTasks Control Panel Help Logout My Profile 3 Edit Tools View Iv Show filters Document Libraries a a f 3 Cash Transactions Y Cash Manager Admin Department Y Corporate Description Cash Transactions Screen Documents Y Dynamicsst E Name Size Format Modified Owner Gj Accounts Payable E 2001000007109 pdf j E 64KB Office Document 27 June 2011 12 57 35 System Administrator a Q cash Manager Admin 3 pasa r Y HeadOffice Finance Department HQ Cash Transactions Workflow G Accounts Payable 1 Hi Y cash Manager Step Task name Task owner Task status Start Date Due Date Finished on Assigned version End version Assigned by SJ cash Transactions 1 Verify
40. sk reminder Workflow name Step name Document Assigned by Assigned to Finished on Supervisor Task Instructions 27 June 2011 12 58 23 27 June 2011 12 58 23 HQ Cash Transactions Workflow Verify Transaction details 1 DynamicsSL HeadOffice Finance Department Cash Manager Cash Transactions 200 1000007109 pdf System Administrator John Doe 27 June 2011 13 17 57 Edwin Ondako Check the bank and subaccount used Check the Account and SubAccount used on the detail arid Confirm the transaction dates Ensure that the transaction description is valid and correct If employee details are required ensure that they have been entered If asset information is required ensure that the correct asset code is picked To verify that the task has been completed successfully Help Back 1 Click on My Tasks menu Task list for John Doe is now cleared of this task Note to view all tasks one can change the Task Status column filter to All gt N D http webdisc00 100 InfoRouter portals default Customize Login True R X Webdiscount Technologies X Webdiscount Technologies E 7 E The Master Portal Search Home Documentlibrary Categories Search JohnDoe MyTasks ControlPanel Help Logout My Profile My Tasks Action Doc Id Document name Priority Task status Due Date Date assigned Assigned by Assigned to Supervisor v Due tasks v v e Tasks Assigned to me v
41. ument Click Ok ERE nttp webdisc00 100 InfoRouter doclib default P Box amp Webdiscount Technologies x lt Webdiscount Technologies Search IR The Master Portal Home DocumentLibrary System Administrator My Tasks Control Panel Help Dante arie Workflow Steps and Tasks HO Cash Transactions Workflow cash Manager Admin Department ag Corporate Add Step Task name Priority Deadline Assign to Task rule Sup E Y DynamicSL Edit Step 1 Verify Data Entered a E la AR ei Delete Step 2 Verify Transaction details Normal 1 Hours John Doe One user is enough to complete the task Edwin Ondako 7 Add Task Task Instructions Check the bank and subaccount used Check the reference used Check the reconciliation mode Check the date and I Cash Manager Admin gt period Check the Account and SubAccount used on the detail grid Confirm the transaction dates Ensure that the transaction description is Y HeadOffice Finance Department Edit Task val QQ Accounts Payable ONES i elete Tas Y Cash Manager n N cash Transactions Graphical View 2 Aprove Document HAY General L r gt 3 isis AY P Approve Cash Document Normal 1 Hours Edwin Ondako One user is enough to complete the task oans agemen a Y HeadOffice Operations Departm Task Instructions Verify availability of cash and approve docuemnt Y HeadOffice Procurement Depart EH Y Kampala Operations Departmen E A Form Templates Q Public The new workflow
42. win Ondako Verify availability of cash and approve docuemnt You may perform the following actions while processing this task No specific permissions have been given for this task Now click on complete task Complete the dialogue appropriately lt AAA ANT wes Teco T E Webdiscount Technologies The Master Portal Complete the Task Click ok Approved y Entry can be released Please go ahead di Click OK E Webdiscount Technologies The Master Portal Home Documentlibrary Categories Search Edwin Ondako My Tasks ControlPanel Help ERA E http webdisc00 100 InfoRouter portals default Customize Login True P Bex E Webdiscount Technologies gt Task Document Properties ask permissions 4 Note the change in the task status The task is now marked as complete Priority Task status Task result Due Date Allowed Start Date Task reminder Workflow name Step name Document Assigned by Assigned to Finished on Task Instructions Normal Task completed Approved 27 June 2011 14 17 58 27 June 2011 13 17 58 27 June 2011 13 17 58 HQ Cash Transactions Workflow Approve Cash Document 2 jamicsSL HeadOffice Finance riment Cash Man sh Transactions 200 1000007109 pdf System Administrator Edwin Ondako 27 June 2011 13 37 46 Verify availability of cash and approve docuemnt You may perform the following actions while processing this
43. would be most appropriate For example in this example the hierarchy follows Module 1 d Screen 2 dr Module 2 Main Library DynamicsSL Module 1 dl This way users can easily get documents that relate to their departments in on place T Webdiscount Technologies DE The Master Portal Home Document Library Categories Search System Administrator My Tasks Control Panel Help Logout My Profile ra edt tools wer ome 3 Cash Manager BEER EET TZ ME rt Description Cash Manager Documents Document Libraries Y cash Manager Admin Department corporate E XY Dynamicsst EY Accounts Payable Y cash Manager Admin Ql Headoffice Finance Department QW Accounts Payable a Y General Ledger Y Loans Management Y HeadOffice Operations Departm Y HeadOffice Procurement Depart al ss SEF E To create a folder select the node under which you want to create the folder and click on the New menu item in the centre content area LS http webdisc00 100 InfoRouter doclib default gt BOX E webdiscount Technologies x MIN E al RI The Master Portal Tools View Document Libraries Q cash Manager Admin Department Y Corporate H WY Dynamicsst yn a a Upload Document from Template HTML Document Size Format Modified Owner Accounts Payable URL cash Manager Admin Shortcut
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