Extended package

The WorkZone Process Extended package is an add-on package. The extended package contains the two advanced processes submission (extended) and distribution (extended). The extended submission process is an advanced version of the basis submission process that can assist in controlled yet flexible interaction within the process flow.

The distribution process is only available in the extended package. If configured, both processes are available from any case context in WorkZone for Office, WorkZone Client and, Captia Web Client (if activated).

Distributions

The purpose of an extended distribution process is to assign ownership of a case to a responsible contact and, perhaps, find contributors.

When you start a distribution, you select a case handler or a responsible unit who should take ownership of the case, and contributors, who are responsible for providing content to the case. Once the responsible contact has accepted ownership of the case, the contributors, if they accept the role as contributor, can start working on the case.

The process owner can choose to have the process history saved on the case, or receive a notification when a distribution process ends. Also, he can choose that a distribution process should end when the process deadline is reached.

A typical distribution could be a question sent in an email to a secretary. The secretary creates a case containing the email and the most important documents concerning the case. The secretary selects the organizational unit or person who he or she thinks should take responsibility for this question as responsible contact, as well as contributors who the secretary thinks are most likely to be able to contribute with content to the case. If the selected responsible contact or contributors do cannot accept their roles, they can reject or forward the task to someone else.

Submissions

An extended submission is a type of process where the approvers must respond to a task, for example, approve a document in a fixed order. The process is dynamic, that is, approvers and documents may be changed while the process is ongoing.

The extended submission includes a description of the submission process, one or more documents for submission, which are essential to the process, as well as one or more supplementary documents. These documents do not have to be saved on the process case, but can come from other cases, or from the file system.

An advanced submisision process allows you to combine sequential and parallel process steps in a submission process. In addition to the overall process deadline, you can specify separate deadlines for each of the process steps. Use this process to keep track of the overall progress of a submission.