Kofax Front-Office Server 3.0 - Manual (Page 54)

Kofax Front-Office Server Administrator’s Guide
54 Kofax, Inc.
Making Sure Roles Exist in the Administration Console: Example 2
The following figure illustrates user roles for the example provided in Planning Queue Setup:
Example 2 on page 53 .
Name the queues in the queue set. HR-Employee Benefit 401K
HR-Employee Benefit Medical
HR-Employee Benefit Stock
HR-Recruitment Professional
HR-Recruitment Staff
HR-All
Identify the default display mode for documents in
each queue. Get Next mode (the default) for the following:
HR-Employee Benefit 401K
HR-Employee Benefit Medical
HR-Employee Benefit Stock
HR-Recruitment Professional
HR-Recruitment Staff
Browse mode for HR-All
Identify the actual data for filtering documents to
each queue, based on the custom fields identified
earlier. 401K for HR-Employee Benefit 401K
Medical for HR-Employee Benefit Medical
Stock for HR-Employee Benefit Stock
Professional for HR-Recruitment Professional
Staff for HR-Recruitment Office Staff
[No filter] for HR-All
Identify who should have access to each queue,
based on the role associated with applicable users. HREmpBenefit
HRRecruitment
Administrator
Identify the shortcuts to set up for the queues. HR-401K (with custom field default “401K”) for
HR-Employee Benefit 401K
HR-Medical (with custom field default “Medical”) for
HR-Employee Benefit Medical
HR-Stock (with custom field default “Stock”) for
HR-Employee Benefit Stock Plan
HR-Professional (with custom field default
“Professional”) for
HR-Recruitment Professional
HR-Staff (with custom field default “Staff”) for
HR-Recruitment Office Staff
Table 8. Planning Queue Setup: Example 2 (continued)
Planning Item Example