Routing work to a Production Unit

Overview

In order for a Production Unit to receive work, a Master Account Administrator must first share a Facility with the Production Unit and then Create a Routing Plan to route work to that Production Unit.  This is a two step process which is outlined below. See KB779 for explanation of a Production Unit.

Requirements

• Administrator login for the Master Account.
• At least one Production Unit associated with your Account. 
  • If your Account is not currently using Production Unit workflow and you would like to add a Production Unit to your account please contact Support.

Step 1: Share Facility With a Production Unit

• Log in to the IMC as an Administrator.
• Go to the Administration tab ⇒ Account sub-tab.
• Change the slider at the top to Settings.
• In the General section, go to the Production Units option and click on Manage.
  
• Select the Production Unit you would like to manage by clicking on the name of the Production Unit.
  
• Click on Share Facility.
  
• In the Available Facilities list click on the name of the Facility you would like to share, then click on Add.
  • When you are done selecting the Facilities to share, click on OK.
    
• You will now see Shared Facilities in the list.
  

Step 2: Route Work to the Production Unit

• Go to the Workflow Tab ⇒ Routing sub-tab.
• Click on New Plan.
  
• Click on New Rule. (Note, if you have not previously set up routing plans, the list will be blank.)
  
• A New Rule item will show up on the list. Click on the New Rule.
  
• Edit Rule:
  • Enter a Description for this rule.
  • Check the box to Enable the rule.
    
  • Click the Radio button for Production Unit, and then select the Production Unit from the drop-down menu.
    
  • Click on the Green Plus to begin defining the work which will be assigned to this Rule. 
  • Click on the drop-down menu to choose to assign based on Facility, Document Type, Document Category, or Author.
  • Choose from the drop-down menu.
    
  • Click Save.

• You can also set up one rule to include multiple facilities or document types.
  • Click on the Green Plus to begin defining the work which will be assigned to this Rule.
  • Click on the drop-down menu to choose to assign based on Facility, Document Type, Document Category, or Author.
  • Choose the specific facility, Document Type, Document Category, or author from the drop-down menu.
  • 
  • Next, click on the Blue Plus to add a new group.
  • Click on AND and select OR from the drop-down menu.
  • Click on the drop-down menu to choose to assign based on Facility, Document Type, Document Category, or Author.
  • Choose the specific facility, Document Type, Document Category, or author from the drop-down menu.
  • 
  • Rinse and repeat until you have added everything needed.
  • Click save.
• Add as many Plans and Rules as needed to accommodate your workflow needs.

Notes: 

• Work will not be routed according to a plan unless it is marked as Active.  To mark a plan as Active, check the box next to the Plan name and then click on Mark Active.
• You can create as many Plans as you need to accommodate workflow, but only one Plan can be active at a time. 
  • Each Plan can contain multiple Rules as needed. 
• If Production Unit Sharing is modified (Step 1 above) to remove sharing of a Facility, Document Type, or Author with a Production Unit, that Production Unit will no longer have access to work for that Facility/DocType/Author. They will also not have access to any reporting details for that entity (Pay Report, Billing Report, First Draft reports, etc..)