Skip to main content
You can use roles to prohibit an Operator from sending documents from stage A to any stage other than B, that is, to allow sending only to stage B. The method depends on what stage B is.

​
When stage B is the Exceptions stage

To allow an Operator to send documents to the Exceptions stage, add the stage to the routing schema on the Workflow tab. Open the Workflow tab in one of the following ways:
  • For Default batches, click Project → Project Properties…
  • For a specific batch type, click Project → Batch Types…, select the batch type, and click Edit…

​
When stage B is the Rescanning stage

Allow the Rescanning exit route on stage A, and then restrict the Operator with a role that cannot send tasks to any stage.
1

Open stage A's properties

  1. For Default batches, click Project → Project Properties… For other batch types, click Project → Batch Types…, select the batch type, and click Edit….
  2. On the Workflow tab, set Schema to Advanced, select stage A, and click Edit….
2

Allow the Rescanning exit route

On the Exit Routes tab, select Allow operator to send tasks to rescanning stage, and then click OK.
3

Create and assign the restrictive role

  1. Click Project → Project Properties…, open the User Roles tab, and click New…. Name the role.
  2. Clear Send tasks to any available stage, set any other permissions as needed, and click OK.
  3. In the Administration and Monitoring Console, assign the role to the Operator for the batch type.

​
When stage B is any other stage

Allow sending to stage B in stage A’s exit routes, and then restrict the Operator with a role that cannot send tasks to any stage.
1

Open stage A's properties

  1. For Default batches, click Project → Project Properties… For other batch types, click Project → Batch Types…, select the batch type, and click Edit….
  2. On the Workflow tab, set Schema to Advanced, select stage A, and click Edit….
2

Allow sending to stage B

  1. On the Exit Routes tab, add stage B with Stage…, or select it and click Edit….
  2. In the Next Stage dialog box, select Allow operator to send tasks to this stage, and click OK to save the sending options.
3

Save the changes to stage A

Click OK.
4

Create and assign the restrictive role

  1. Click Project → Project Properties…, open the User Roles tab, and click New…. Name the role.
  2. Clear Send tasks to any available stage, set any other permissions as needed, and click OK.
  3. In the Administration and Monitoring Console, assign the role to the Operator for the batch type.
If the Create task option is not selected when the Operator sends a document, the entry conditions for stage B are checked. If these conditions are not met, the document is sent to the stage following stage A in the routing schema.