KB787 Print this KB      
How do I route work to a Production Unit?

Answer / Solution

Routing work to a Production Unit

Overview

In order for a Production Unit to receive work, a Master Account Administrator must first share a Facility with the Production Unit and then Create a Routing Plan to route work to that Production Unit.  This is a two step process which is outlined below. See KB779 for explanation of a Production Unit.

Requirements

  • Administrator login for the Master Account.
  • At least one Production Unit associated with your Account. 
    • If your Account is not currently using Production Unit workflow and you would like to add a Production Unit to your account please contact Support.

Step 1: Share Facility With a Production Unit

  • Log in to the IMC as an Administrator.
  • Go to the Administration tab ⇒ Account sub-tab.
  • Change the slider at the top to Settings.
  • In the General section, go to the Production Units option and click on Manage.
  • Select the Production Unit you would like to manage by clicking on the name of the Production Unit.
  • Click on Share Facility.
  • In the Available Facilities list click on the name of the Facility you would like to share, then click on Add.
    • When you are done selecting the Facilities to share, click on OK.
  • You will now see Shared Facilities in the list.

Step 2: Route Work to the Production Unit

  • Go to the Workflow Tab ⇒ Routing sub-tab.
  • Click on New Plan.
  • Click on New Rule. (Note, if you have not previously set up routing plans, the list will be blank.)
  • A New Rule item will show up on the list. Click on the New Rule.
  • Edit Rule:
    • Enter a Description for this rule.
    • Check the box to Enable the rule.
    • Click the Radio button for Production Unit, and then select the Production Unit from the drop-down menu.
    • Click on the Green Plus to begin defining the work which will be assigned to this Rule. 
    • Click on the drop-down menu to choose to assign based on Facility, Document Type, Document Category, or Author.
    • Choose from the drop-down menu.
    • Click Save.
  • Add as many Plans and Rules as needed to accommodate your workflow needs.

Notes: 

  • Work will not be routed according to a plan unless it is marked as Active.  To mark a plan as Active, check the box next to the Plan name and then click on Mark Active.
  • You can create as many Plans as you need to accommodate workflow, but only one Plan can be active at a time. 
    • Each Plan can contain multiple Rules as needed. 
  • If Production Unit Sharing is modified (Step 1 above) to remove sharing of a Facility, Document Type, or Author with a Production Unit, that Production Unit will no longer have access to work for that Facility/DocType/Author. They will also not have access to any reporting details for that entity (Pay Report, Billing Report, First Draft reports, etc..)

Related KBs
How can I create a separate workforce that can only see and produce jobs for a few designated facility customers?
Creating Production Units
What are Production Units?
Production Units Explained

Direct Link to This KB
http://www.infraware.com/KB/?f=787

Last Updated
Thursday, November 03, 2016

Tags
route production unit work share KB787
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