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This section describes how you can use roles to prohibit an Operator from sending documents from stage A to stage B.
The only way to prohibit an Operator from sending documents to the Exceptions stage is to exclude this stage completely from the routing schema on the Workflow tab of the Project Properties dialog box (click Project → Project Properties…) or on the Workflow tab of the Batch Type Properties dialog box (click Project → Batch Types…, select the desired batch type, and click Edit…).
Use the Advanced routing schema. First, open the properties of stage A and clear the item that allows sending documents to the Rescanning stage. Next, create a new role without granting it permissions to send documents to any stage. Finally, assign this role to the Operator in the Administration and Monitoring Console.To prohibit sending documents to the Rescanning stage:
  1. For batches of the Default type, click Project → Project Properties… For other batch types:
    • Click Project → Batch Types…
    • Select the batch type which you want to make accessible or inaccessible
    • Click Edit…
  2. Click the Workflow tab.
  3. In the Schema field, select Advanced.
  4. From the list, select the stage from which documents should not be sent.
  5. Click Edit…
  6. In the Workflow Stage Properties dialog box, click the Exit Routes tab.
  7. Clear the Allow operator to send tasks to rescanning stage item.
  8. Click OK to save the changes.
Now you need to prohibit an Operator from sending documents to any stage. Create an appropriate role and assign it to the Operator in the Administration and Monitoring Console:
  1. Click Project → Project Properties…
  2. Click the User Roles tab.
  3. Click New…
  4. Provide a name for the role in the corresponding field.
  5. Clear the Send tasks to any available stage item. Clear or select any other items depending on which permissions you need to grant to the Operator.
  6. Click OK to save the changes.
  7. Assign the role to the Operator for the corresponding batch type in the Administration and Monitoring Console.
In this case you need to create a role without ranting it permissions to send documents to any stage. Next, in the properties of stage A explicitly prohibit the Operator from sending documents to stage B. This can be achieved by either removing stage B from the allowed addressees or by allowing sending documents in automatic mode but not in manual mode.To prohibit the Operator from sending documents to any stage, create an appropriate role and assign it to the Operator in the Administration and Monitoring Console:
  1. Click Project → Project Properties…
  2. Click the User Roles tab.
  3. Click New…
  4. Provide a name for the role in the corresponding field.
  5. Clear the Send tasks to any available stage item. Clear or select any other items depending on which permissions you need to grant to the Operator.
  6. Click OK to save the changes.
  7. Assign the role to the Operator for the corresponding batch type in the Administration and Monitoring Console.
To prohibit the Operator from sending documents to stage B:
  1. For batches of the Default type, select Project → Project Properties… For other batch types:
    • Click Project → Batch Types…
    • Select the batch type which you want to make accessible or inaccessible
    • Click Edit…
  2. Click the Workflow tab.
  3. In the Schema field, select Advanced.
  4. To completely prohibit the Operator from sending documents to stage B, disable this stage by clearing the item next to the name of the stage, or remove the stage by selecting it from the list and clicking Delete.
  5. If you need to prohibit the Operator from sending documents but allow the system to send documents automatically:
    • From the list, select stage A, from which documents should not be sent.
    • Click Edit…
    • In the Workflow Stage Properties dialog box, click the Exit Routes tab.
    • Select the name of the stage from the list.
    • Click Edit…
    • In the Next Stage dialog box, clear the Allow operator to send tasks to this stage item.
    • Click OK to save the changes to the sending options.
  6. Click OK to save the changes to stage A.