How To Initiate a File Down a Specific Workflow Route

How To Initiate a File Down a Specific Workflow Route

To initiate a file down a workflow:

1.  In the document web viewer, select the document you want to route.

IMPORTANT: The document you choose will be the document that contains all of the workflow task buttons for the entire workflow route. It will also be the first document to load when a user it has been routed to opens the assignment.

Because of this, the document you select should be an e-form related to the workflow you are using. For example, when choosing a Travel Permit workflow, you should route a Form VII-Travel Permit e-form, not a scanned copy of the form or an unrelated Photograph of the Juvenile. Depending on the workflow, the document e-form you choose to route may vary.

 

2.  Click the Document Action Icon in the top navigation. Select Route and the workflow you want to route your document down.
 

 

 

 a.  Enter any notes you would like the first user in the workflow to see, and click OK.

 


 
b.  You will receive a notification that the document was routed successfully.

 

Note: The first step in any workflow is to the state’s ICJO users.  If you are an ICJO user initiating a workflow, upon clicking OK your web viewer will refresh and you will have task buttons at the bottom of your screen, allowing you to route the document to the next step.
If you are a JPO or JPS user initiating the workflow, upon clicking OK your web viewer will refresh and you will not have task buttons at the bottom of your screen, because the document will be assigned to your state’s ICJO users.
 

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