Registrar Send to Undergrad Workflow Processors Manual

This document provides instructions on how to process documents in the REG Send to UG workflow queue.

System Access Restrictions

The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access.  An FAQ on requesting access updates is available hereQuestions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.

REG Send to UG Processing

1.  Launch the Perceptive Content desktop client and login by entering your NinerNet credentials and clicking the Connect button.

2.  Navigate to the REG Send to UG workflow queue within the REG Undergrad workflow view.

queues

3.  Right click on a document in the listing and select Export.

export

Tip: To bulk export all of the documents in the grid listing, select all of the documents in the list then right click and select the Export option.

4.  Use the dropdown to set the Profile as REG Undergrad Adm - Export Multi Tiff.

profile

5.  Click the OK button to export the document to the selected folder.

Note: If the folder does not exist, a window will appear asking to create it.  Click the Yes button to create the folder.

export

 

6.  After the document is exported, route the document forward by right clicking on the document listing, selecting Workflow and then selecting Route Forward.

workflow

Note: To route forward multiple documents in the grid listing at the same time, highlight the desired rows, right click, select Workflow and then select Route Forward.
 
7.  The document will be routed to the REG Delete Pending Documents workflow queue where it will be automatically deleted from the system after 30 days.

8.  Process additional documents in the REG Send to UG workflow queue by repeating the steps above.