Admin Utility to Change Organization etc
Implicit Utility (Moving all records in found search)
Select the new button from anywhere in CPro and select the Org where the items are you want to process, select 'Admin Utilities' doc class and the utility you require. Hit chevron
Utility Title
Give your Utility action a unique title. Overwrite what is there by CPro
Allowance and Priority
Utilities are set to Requester as the expediter. Set a priority label and date for this utility
Utility Configuration
The org you are in will show in (1), then enter the org you want to transfer items to in (2). It is always best practice to select 'Dry Run' (3) before you submit as it will do a test for you and show how many items are affected by your filters. Check 'All non-historical docs and records.
Utility Selection Filters
Select the Doc Class to be searched and then the Doc Type.
Utility Search by Owners
You can further search the items by owner(s) of the items to break it down further.
Utility Filtering
To break the search down even further you can select DEG's that may exist in the items you wish to transfer. Based on the filters you have selected, clicking 'Compute Estimate' will show how many documents will be affected if you have selected Dry Run.
Submitting your Utility
If you are happy with the estimate from the dry run you can deselect 'Dry Run' and submit your Utility to change the items in your search. If you are not ready then select Save and Exit. The system will remind you when this is due based on the date you set in the form.
Explicit Utility Creation (selecting specific documents)
To change doc types for example create a new utility. Explicit means you will use the associated items picker to select 1 or more specific documents. For all other steps in the form, follow the example above. Only explicit fields will be shown in the following slides
Setup Criteria
To ensure that you will be able to pick specific documents, check 'associated items'. It is advisable again to check dry run.
Associated Items
Select 'Managed Associated Items' in order to select specific doc types.
Select Doc Type
Pick the Doc type where your document belongs
Selecting the Document to move
Pick the document(s) that needs to be changed and click on 'Add Selected Items'.
Selecting Doc(s) to move
You will see the document(s) selected in the associated items section. Hit chevron to proceed
Associated Item(s)
You are now ready to submit as shown in the first example
0 Comments
Add your comment