Kofax Front-Office Server 3.0 User Manual
Page 49
Kofax Front-Office Server Administrator’s Guide
Kofax, Inc.
49
Making Sure Roles Exist in the Administration Console
In the Administration Console, make sure the appropriate user roles are set up, per your queue
setup plan. Also, make sure any new role you set up contains the same associations (Activities,
Components, Modules, and Workflows) as the role DES user installed with Kofax Front-Office
Server.
For instructions on setting up roles, see the the Administration Console Help.
The following figure is an example of roles, based on the example provided in
Identify the actual data for filtering documents to
each queue, based on the custom fields identified
earlier.
What is the specific data for the custom fields to be
used for filtering the documents for the different
queues in the set?
Based on the custom fields planned for the queue set,
you want to use the following data to designate
which queue a document is to be sent:
“LA Branch”
for the queue named “Account Setup-LA Branch”
“SD Branch”
for the queue named “Account Setup-SD Branch”
The queue named “Account Setup-All Branches” will
contain no filtering data.
Identify who should have access to each queue,
based on the role associated with applicable users.
Which personnel should have access to the different
queues?
Only the appropriate personnel for each branch office
should have access to the documents received in the
queue for that branch.
Therefore, you make sure that the Administration
Console contains the following defined roles that
include only the applicable personnel for the
respective branch offices:
“AcctRepsLABranch”
“AcctRepsSDBranch”
The role, when specified for a queue, will limit user
access to a queue.
the Web Client also includes the default
Administrator role. This role is to be specified for the
“Account Setup-All Branches” queue. Additionally, it
is recommended that each queue include the
Administrator role.
Identify the shortcuts to set up for the queues.
What shortcuts do you need for the different
queues in the queue set?
To avoid having your users enter custom field data
for a queue, you set up a shortcut for each queue with
default data.
You want the following named queue shortcuts and
the following default custom field data:
“Acct Setup-LA” with default data “LA Branch”
“Acct Setup-SD” with default data “SD Branch”
Table 7. Queue Setup Plan (continued)
Planning Item
Example