Skip to main content
You can use roles to prohibit an Operator from sending documents from stage A to stage B. The method depends on what stage B is.

​
When stage B is the Exceptions stage

The only way to prohibit sending to the Exceptions stage is to exclude the stage from the routing schema entirely, 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

Clear 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

Clear the Rescanning exit route

On the Exit Routes tab, clear 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

Block stage B in stage A’s exit routes, and then restrict the Operator with a role that cannot send tasks to any stage. You can remove stage B entirely, or keep automatic sending while blocking manual sending.
1

Open the Advanced schema

  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.
2

Block stage B

Do one of the following:
  • To block stage B completely, clear the item next to it in the schema, or select it and click Delete.
  • To keep automatic sending but block manual sending, select stage A and click Edit…. On the Exit Routes tab, select stage B, click Edit…, clear Allow operator to send tasks to this stage, and click OK.
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.