Advanced Workflow - User Essentials

Creating a New EC Record - ECN

If the assigned documents do not have any ACCEPTED ECR records, the ECN record will automatically assume the [ Fast Track ] methodology by not prompting the user to select ECR records. NOTE: Administrators can configure the environment to avoid the usage of the [ Fast Track ] method for ECN records. In that case, the [ Incorporate ECR(s) ] dialog will not display the [ Fast Track ] option within it, forcing the user to select one or more ACCEPTED ECR records:

If the administrator has configured the environment to avoid the usage of the [ Fast Track ] method and the ECN record’s targeted documents do not have any ACCEPTED ECR records, the user will not be allowed to proceed and it the process will result in a dialog similar to the following:

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