AWDVS351 Proc

AWD Viewstation 3.5.
1
Processors Guide
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AWD Viewstation 3.5.1 Processors Guide
February 8, 2013
DST Technologies, Inc.
330 West 9th Street
Kansas City, MO 641051514
www.dsttechnologies.com
Prepared in U.S.A.
Contents 3
Contents
About This Guide ........................................................................................................ 7
Using This Guide ................................................................................................................ 7
Locating More Information ................................................................................................ 7
Submitting Documentation Comments ............................................................................... 8
Chapter 1: Overview ................................................................................................... 9

Basic AWD Hierarchy ........................................................................................................ 9
AWD Workflow ............................................................................................................... 11
Viewstation 3.5.1 Icons .................................................................................................... 13
Chapter 2: Accessing AWD ..................................................................................... 15

Logging on to AWD ......................................................................................................... 15
AWD Passwords ............................................................................................................... 16
Logging Off AWD ............................................................................................................ 18
Chapter 3: Creating Work Objects .......................................................................... 19

Custom Screens ................................................................................................................ 19
Creating Work .................................................................................................................. 21
Creating a New Source ..................................................................................................... 23
Creating Folders................................................................................................................ 25
Cloning Objects ................................................................................................................ 26
Building Relationships ...................................................................................................... 28
Chapter 4: Processing Work Objects ..................................................................... 31

AWD Processing Menus ................................................................................................... 31
Process Window ............................................................................................................... 33
Personal Queue Window .................................................................................................. 34
Attaching a Source File to a Work Object ........................................................................ 37
Changing the Status of a Work Object ............................................................................. 38
Changing the Queue ......................................................................................................... 39
Chapter 5: Adding Comments to a Work Object ................................................... 41

Comments Window .......................................................................................................... 41
Adding Comments ............................................................................................................ 43
Copyright 2013 DST Technologies, Inc.

4 AWD Viewstation 3.5.1 Processors Guide
Creating Canned Comments ..............................................................................................45

Displaying Comments .......................................................................................................46
Editing Comments .............................................................................................................47
Chapter 6: Suspending Work Objects .....................................................................51

Suspend Window...............................................................................................................51
Unsuspending Objects .......................................................................................................54
Chapter 7: AWD Lookup ...........................................................................................55

Lookup Window................................................................................................................55
Lookup Results Window ...................................................................................................57
Sorting Objects ..................................................................................................................60
Searching for Objects Using a New Lookup .....................................................................60
Canned Lookups ................................................................................................................65
Performing a Quick Lookup ..............................................................................................69
Chapter 8: Viewing Sources .....................................................................................71

Object Window Display ....................................................................................................71
AWD Content Viewer .......................................................................................................71
Chapter 9: Viewing Work History ............................................................................73

History Window ................................................................................................................73
Viewing Work History ......................................................................................................75
Viewing Work Step History ..............................................................................................76
Viewing History ................................................................................................................79
Chapter 10: AWD Quality ..........................................................................................81

Quality Review ..................................................................................................................81
Quality Window ................................................................................................................82
Viewing Quality History ...................................................................................................86
Deleting a Quality Record .................................................................................................87
Chapter 11: Additional AWD Processing Functions .............................................89

Faxing Sources ..................................................................................................................89
Creating Phone Books .......................................................................................................92
E-mailing Sources .............................................................................................................98
Printing Sources ..............................................................................................................101
Appendix A: AWD Shortcut Keys ..........................................................................105

Container Window ..........................................................................................................105

Contents 5
Work Object Custom Screen .......................................................................................... 106

Suspend Window ............................................................................................................ 107
Comments Window ........................................................................................................ 107
AWD Lookup Window................................................................................................... 108
History Window.............................................................................................................. 108
Appendix B: Revision History ............................................................................... 109

Documentation Update Table ......................................................................................... 109
Glossary .................................................................................................................. 111
Index ........................................................................................................................ 115


About This Guide 7
About This Guide

This guide is intended to assist you with AWD Viewstation 3.5.1 processing
functions.
Using This Guide

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Procedures appear throughout the guide.
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guide or manual in which you can find additional information, helpful to
your understanding of the application or process documented.
Locating More Information

For current AWD Viewstation documentation, log on to the AWD Customer
Center at https://customercare.dstsystems.com and go to the Knowledge Center.

Submitting Documentation Comments

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DST Technologies, Inc. provides the latest version of all guides and manuals in
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support questions are not forwarded or answered.

Chapter 1: Overview 9
Chapter 1:
Overview
AWD is a work management system that uses workflows to distribute electronic
work objects across an organization. Business documents normally routed
through in-baskets and interoffice mail are entered into AWD and electronically
distributed through a series of work steps that make up the workflow. AWD
workflows commonly include steps for scanning, indexing, processing, quality
review, and approval.
AWD distributes work based on a work selection routine. The type, age, status,
and priority of the work object, as well as the availability, expertise, and
experience of individual processors, are factored into the work selection process.
AWD tracks, controls, and manages the progress of each work object according
to the predefined workflow in your organization. AWD includes the ability to
suspend objects as required and to automatically link them with related objects.
Topics
Basic AWD Hierarchy ........................................................................................................ 9
AWD Workflow ............................................................................................................... 11
Viewstation 3.5.1 Icons .................................................................................................... 13
Basic AWD Hierarchy

There are four objects within the AWD architecture that are graphically
represented by an icon. Each object has a specific hierarchy and function within
the AWD architecture. The hierarchy of AWD work objects is defined through
parent-child relationships.
AWD objects are displayed in a hierarchy similar to the following:
Folders These are organizational objects that contain associated sources,
transactions, cases, and other folders. They are used to group other AWD objects
into a logical arrangement for long-term storage and retrieval. Folders are used
for grouping purposes only. Folders have the following characteristics:
They group related objects for storage and retrieval.
They occupy the highest position in the AWD structure.
They can be the parent of sources, transactions, cases, and other folders.
AWD supports the nesting of folders to a depth of only one level. You cannot
place a folder that is a parent of a folder in another folder.
They do not move through the AWD workflow.

Cases These are used to group multiple sources and transactions for processing
purposes or for historical tracking. A case contains related sources and
transactions and can route them through the AWD workflow together (depending
on how AWD is configured at your site). Cases have the following
characteristics:
They can be used to process one work request.
They can be used to group related work requests.
They can be the child of one or more folders.
They can be the parent of multiple transactions and sources.
They move through the AWD workflow.
Transactions These represent a single business event such as the creation of a

new account, a change of address, or a purchase of mutual fund shares. For
example, a customer's request for an address change received by letter, fax, or
phone call becomes a transaction that requires maintenance work. A transaction
can only be included in one case at a time. Transactions have the following
characteristics:
They are used to process one work request.
They are subordinate to the folder and the case.
They can be the child of a folder or a case.
Note: A transaction can be the child of both a folder and a case at the same time,
but it cannot be the child of more than one case.
They can be the child of one or more folders.

They can be the parent of one or more sources.
They move through the AWD workflow.
Sources Electronic images of business documents that have been entered and
created in AWD or created by external applications such as EnCorr. Sources
have the following characteristics:
They contain business-related data.
They provide details of work to be performed.
They occupy the lowest position in the AWD structure.
They can be the child of a transaction, case, or folder, but they cannot be a
parent. A single source can be the child of multiple transactions, cases, or
folders.
They do not move through the AWD workflow.

AWD Workflow
A workflow is the path a work object follows as it moves through an organization
during processing.
The routing of AWD object is based on a predefined workflow and set of user
privileges. A workflow consists of a series of work steps. Each work step is a
unique combination of business area, work type, and status. Each work step has a
queue as a property. A work object follows a particular route through an
organization based on its type. During AWD processing, the status and queue of
a work object reflect its current position in the workflow.
Business Area This is a customer, department, unit, or other division within an
organization that defines, assigns, and processes work. A business area is the
most general level of application for AWD object types (source, work object, and
folder). A single AWD installation supports several business areas.
Work Type This is a class of work object within a business area. All work
objects are instances of a work type. When a new work object is created, it
inherits its security features, custom screen associations, and line-of-business
(LOB) links from the work type. Additionally, the work type specifies whether or
not the work object is a case.
Status This reflects the last action performed on a work object. For every status,
there is one queue to which a work object can travel in the workflow. As work
objects move to each step in the workflow, they are assigned a status that
represents that point in the workflow. During AWD processing, a work objects
status and queue change to reflect the actions that are performed on the object
and to reflect the objects current position in the workflow.
Queue This is a holding area where a work object awaits selection for its next
step in the workflow. The current status of a work object determines its queue.
The following diagram shows a basic AWD workflow. Connections link the
work step icons and direct the flow of work to the next possible step or steps.
Figure 1. Basic AWD workflow

Sample Workflow
1. A work object is created when a source is entered into AWD (faxed, scanned,
and so on) at the Index work step. It is assigned a status of CREATED and
resides in the INDEX queue. A processor indexes the work object and
changes the status to INDEXED.
2. AWD moves work objects with this status to the Process work step. A
processor updates the work object with business information and changes its
status to PROCESSED.
3. An object sent to the Quality Review Work step is reviewed by a quality
reviewer, who checks the accuracy of the work and changes its status to
PASSED or FAILED. If the object passes the review, AWD moves it to the
End Queue with a status of PASSED.

Viewstation 3.5.1 Icons

The following icons are used in AWD Viewstation 3.5.1.
AWD Logon AWD Exit (Logoff)
Lookup Quick Lookup
Create Source Create Work
Create Folder Process
Fax Status Personal Queue
Admin CSD Tool

AWD/Knowledge Enabler Batch Reports
Settings About
Quick Create
Note: The Quick Create icons and names may differ based on how Quick Create
is named at your site.

Chapter 2: Accessing AWD 15
Chapter 2:
Accessing AWD
This chapter contains information about accessing AWD.
Topics
Logging on to AWD ......................................................................................................... 15
AWD Passwords ............................................................................................................... 16
Logging Off AWD ............................................................................................................ 18
Logging on to AWD
Your system administrator assigns a unique user ID and password to each user.
You must have a user ID and password to log on to AWD. Your user ID
determines which areas of AWD you are allowed to use and the security group(s)
to which you belong. Once you have a valid user ID and password, you can log
on to an AWD workstation.
To log on to AWD
1. On your Windows desktop, double-click the AWD Logon icon (shown at
left). The AWD Logon window appears.
Figure 2. AWD Logon window
2. Type your assigned user ID in the Userid box.

3. Type your assigned password in the Password box.
Note: The first time you log on to AWD, you may be required to change
your password for security reasons.

4. Click OK. The AWD Main window appears.

The AWD Main window displays the icons for only those resources to which
you have access. These resources are set up by your system administrator.
Figure 3. AWD Main window
5. If your logon attempt is unsuccessful, repeat steps 1 - 4 and verify that you
typed your user ID and password correctly.
Note: AWD automatically disables your user ID after a specific number of

invalid login attempts. If your user ID is disabled, contact your system
administrator to re-enable it.
AWD Passwords
By default, AWD passwords must meet the following requirements; however,
your system administrator can override the default settings.
Passwords must contain at least eight characters
Passwords must contain at least one uppercase letter
Passwords must contain at least one lowercase letter
Passwords must contain at least one number
Passwords must contain one special character
Passwords cannot contain a string of values from the user ID
Changing Your Password

You can change your password when you log on to AWD. A valid password
must contain at least eight characters. It can contain letters, numbers, or special
characters based on the standards set by your system administrator.
To change your AWD password
1. Access the AWD Logon window (see Figure 2 on page 15).
2. Type your user ID in the Userid box.
3. Type your current password in the Password box.
4. Check the Change Password check box and click OK. The Change Password
dialog box appears.

Chapter 2: Accessing AWD 17
Figure 4. Change Password dialog box
5. Type your new password in the New Password box.

6. Verify your password in the Verify Password box and click Update.
The Change Password dialog box closes and the new password is populated in
the AWD Logon dialog box.
Note: If you cannot log on to AWD to change your password, try to log on
using your old password and de-select the Change Password check box in
the AWD Logon window (see Figure 2 on page 15). If you still cannot log on
successfully, contact your system administrator to have your password reset.
Expired Password
When you attempt to log on to AWD after your password has expired, the
Password Expired dialog box appears prompting you to create a new password.
Figure 5. Password Expired dialog box
To create a new password after expiration

1. Type your password in the New Password box.
2. Verify your new password in the Verify Password box and click Update.
3. The Change Password dialog box closes and the new password is populated in
the AWD Logon dialog box.

Logging Off AWD

After completing your work in AWD, you must log off the system. If you close
the AWD Main window, you will be logged off automatically.
To log off AWD
In the AWD Main window, double-click the Log Off icon (shown at left).
Depending on your configuration settings, a confirmation message may appear
when you log off.

Chapter 3: Creating Work Objects 19
Chapter 3:
Creating Work Objects

This chapter contains information about creating work objects.
Topics
Custom Screens ................................................................................................................ 19
Creating Work .................................................................................................................. 21
Creating a New Source ..................................................................................................... 23
Creating Folders................................................................................................................ 25
Cloning Objects ................................................................................................................ 26
Building Relationships ...................................................................................................... 28
Custom Screens
Custom screens are the users interface with AWD. Each screen holds Data
Dictionary fields that are needed to complete specific processing tasks and allow
efficient system lookups. AWD knows when to call each screen based on values
your system administrator specifies in the AWD Admin utility. Custom screens
are created with the Custom Screen Design (CSD) Tool.
For more information about the CSD Tool, see the AWD Viewstation 3.5.1
Administrators Guide.
Actions Menu
You can perform additional processing tasks from the Actions menu on a custom
screen, such as adding comments to a work object or performing a quality
review.
The Actions menu contains the following options:
Line of Business Enables you to access an external application to collect data or
to process work.
History Enables you to view the history of a work object.
Add Comments Enables you to add comments to a work object.
Suspend Enables you to suspend a work object for a specified amount of time.
Quality Enables you to perform a quality review on a work object.
Exit Closes the custom screen.

Figure 6. CSD Work Object screen Actions menu
View Menu
The View menu contains the following option:
Status Bar Enables you to display information on the status bar on a custom
screen.
Figure 7. CSD Work Object screen View menu
Help Menu
The Help menu contains the following option:
Help Topics Launches AWD Help.
Figure 8. CSD Work Object screen Help menu

Creating Work
The Create Work option enables you to create a work object to process a
transaction or a case. It identifies work that is processed, routed, and tracked
through AWD.
Note: A custom screen is used to create a work object. The data captured while
creating a work object is different at each site, based on the custom screens
designed by your organization.
Creating a New Work Object

Complete the following steps to create a work object.
To create a new work object
1. In the AWD Main window, double-click the Create Work icon (shown at
left).
The Create Work dialog box opens, displaying the values entered the last time
you created a work object.
Note: Only business areas and work types to which you have at least Update
privileges are available for selection.
Figure 9. Create Work dialog box
2. Select a business area from the Business Area list.

3. Select a work type from the Work Type list.
The work types that display in the Work Type list depend on the business
area you select.
4. Select a status from the Status list, and then click Create.
The custom screen associated with the work object appears. To add
information to the work object, you can type data in any of the blank boxes on
the custom screen.
5. On the custom screen, click Create.

The Create/Clone Results window appears, displaying the Work Object icon
next to the work object you created.
Figure 10. Create/Clone Results window
Note: Objects you create are locked to you. The object is not available for
work selection by other processors until you unlock it. To unlock a work
object, select Clear, Exit, or select the object, and then click the Unlock icon
on the toolbar. (shown at left).
6. Process the work object, or click the Exit button to close the Create/Clone
Results window.
Note: If you do not use the Exit button to close the Create/Clone Results
window and you create additional AWD objects, the window displays all the
work objects you created.
7. (Optional) To clear the window and display only the next work object you
create, click Clear.
Creating a Work Object Using Quick Create

You can use Quick Create to generate work objects that share similar
characteristics. Quick Create is a custom application that serves a special
processing need.
For more information about defining Quick Create, see the AWD Viewstation
3.5.1 Administrator's Guide.
To use Quick Create to generate a work object

In the AWD Main window, double-click the Quick Create icon. The
Create/Clone Results window appears (see Figure 10 on page 22).
Note: The Quick Create icons and names may differ based on how Quick Create
is defined at your site.
The work object is displayed with the appropriate data, such as business area,
work type, and so on as defined by your system administrator.

Creating a New Source

You can use the Windows clipboard to cut and paste text from other electronic
formats. Once the clipboard contains the text, you can paste it in the text area of
the Create Source window, where you can add, change, or edit the text. Sources
can also be created manually using a text editor.
Note: You use a custom screen to create a source. The data captured while
creating a source is different at each site, based on the custom screens designed
by your organization.
To create a new source

1. In the AWD Main window, double-click the Create Source icon (shown at
left).
The Select Source Type dialog box opens, displaying the values entered the
last time you created a source.
Note: Only business areas and source types to which you have at least
Update privileges are available for selection.
Figure 11. Select Source Type dialog box

3. Select a source type from the Source Type list.
The source types that display in the Source Type list depend on the business
area you select.

4. Click Create. The Create Source window appears.
Figure 12. Create Source window
5. Type the text for the source, or cut, copy, and paste the contents from an
existing text file.
6. Click Create.
The custom screen associated with the source appears. To add information to
the source, you can type data in any of the blank boxes on the custom screen.
7. Click Create on the custom screen. The Create/Clone Results window
appears, displaying the Source icon next to the source you created.
Figure 13. Create/Clone Results window with Source object
8. Open the source to display the contents, or click the Exit button to close the
Create/Clone Results window.
window and you create additional sources, the window displays all the
sources you created.
9. (Optional) To clear the window and display only the next source you create,
click Clear.

Copying Text from Another Source

You can copy text, but not objects such as graphics, from another source and
paste it into your new source.
To copy text from another source
1. Open the file from which you want to copy text.
2. Select the text you want to copy.
3. In the Create Source window (see Figure 12 on page 24), select Paste from
the Edit menu to paste the text into the AWD source.
Creating Folders
The Create Folder option enables you to create a new folder. A custom screen is
used to create a folder. The data captured while creating a folder is different at
each site, based on the custom screens designed by your organization.
To create a new folder

1. In the AWD Main window, double-click the Create Folder icon (shown at
left).
The Create Folder dialog box opens, displaying the values entered the last
time you created a folder.
Note: Only business areas and folder types to which you have at least Update
privileges are available for selection.
Figure 14. Create Folder dialog box

3. Select a folder type from the Folder Type list.
The folder types that display in the Folder Type list depend on the business
area you select.

4. Click Create. The custom screen associated with the folder appears. To add
information to the folder, you can type data in any of the blank boxes on the
custom screen.
5. Click Create. The Create/Clone Results window appears, displaying the
Folder icon next to the folder you created.
Figure 15. Create/Clone Results window with Folder object
6. Open the folder to display the contents, or click the Exit button to close the
Create/Clone Results window.
window and you create additional folders, the window displays all the folders
you created.
7. (Optional) To clear the window and display only the next folder that you
create, click Clear.
Cloning Objects
The Clone option enables you to duplicate sources, work objects, and folders.
Duplicating objects is useful when the original object applies to multiple
accounts or multiple types (for example, account maintenance or redemption)
and only a single type currently exists. It is also useful when you need to route a
copy of an item to another work area or group.
Note: You must have access to the CLONE resource set up by a system
administrator in order to clone AWD objects.

To clone a work object

1. In a container window, right-click a work object. The shortcut menu for the
work object appears.
Figure 16. Clone shortcut menu
2. Click Clone. The custom screen associated with the work object appears,
displaying indexed information for the original work object.
3. (Optional) Modify the index information for the new work object.
4. Click Clone to create the new work object. The Clone Options dialog box
appears.
Figure 17. Clone Options dialog box
5. In the Clone items box, select the number of times to clone the work object.
6. (Optional) Select the Attach items to parent check box to specify that the
items should be attached to the parent.
Note: The Attach items to parent check box is only enabled when you are
cloning work objects that are attached to a parent. Selecting this check box
places the new work object under the parent.

7. Click OK. The Create/Clone Results window appears and displays the cloned
work object(s).
Figure 18. Create/Clone Results window with cloned work objects
8. Click the Exit button to close the Create/Clone Results window.

window and you clone additional AWD objects, the window displays all the
work objects you clone.
9. (Optional) To clear the window and display only the next object that you
clone, click Clear.
Building Relationships
You can create, view, and break relationships between sources, transactions,
cases, and folders. You can create a new relationship by dragging items and
moving them. For example, if you drag the transaction icon and drop it onto the
case icon, that transaction becomes related to that case.
Note: All AWD objects are represented by icons in the window. This allows you
to drag one icon to another, creating the relationship for these two object types.
Relationship Rules
The following rules apply when building relationships:
A transaction can be associated with one case OR one folder
A transaction can be associated with one case AND one folder
A case can be associated with one folder
A folder can be associated with one folder

To build a relationship
1. In the AWD Main window, click the Lookup icon (shown at left).
2. Locate the objects you want to associate.
3. When the objects are located, position the cursor over the child object in the
relationship, and then drag the child object onto the parent object.
You may have to drag the child object from another window.
In the following example, the transaction (shown in the right pane) is dragged
onto the folder (shown in the left pane).
Figure 19. Example relationship build displayed in Lookup Results windows
The relationship between the parent and the child is created. The window
rearranges the display of the icons to show the new relationship between the
selected objects.
Breaking Relationships
Your system administrator controls settings that determine whether you have the
authority to break relationships. To break a relationship, use the Break
Relationship option to remove organizational structures that are no longer
necessary.
When you break a relationship, AWD records the operation in a history record.
Once broken, you cannot recover the relationship; however, you can create a new
relationship to replace the broken one. Breaking a relationship does not remove
any AWD items from the system. The display area reflects a tag line and a note
indicating that the relationship is broken. The AWD workstation settings
determine whether a confirmation dialog box appears when you break a
relationship.
The Break Relationship option appears on the shortcut menu for a child item.
This option is available only if you have update privileges for the child and
access to break relationships.

To break a relationship
1. Open a window that contains the child object whose relationship you want to
break.
2. If needed, use the Expand Up icon on the toolbar (shown at left) to confirm
the relationship exists.
3. Position the cursor on the target source, work object, or folder, and then right-
click to display the shortcut menu.
Figure 20. Break Relationship shortcut menu
4. Select Break Relationship. The Relationship Broken tagline appears next to

the selected object.
Figure 21. Example broken relationship
5. (Optional) If your AWD workstation settings are set to prompt with a

confirmation message, click Yes to break the relationship, or click No to
cancel the break.

Chapter 4: Processing Work Objects 31
Chapter 4:
Processing Work Objects

This chapter contains information about processing work objects in AWD.
Topics
AWD Processing Menus ................................................................................................... 31
Process Window ............................................................................................................... 33
Personal Queue Window .................................................................................................. 34
Attaching a Source File to a Work Object ........................................................................ 37
Changing the Status of a Work Object ............................................................................. 38
Changing the Queue ......................................................................................................... 39
AWD Processing Menus

You can process any work object to which you have privileges using the Process
window (see Figure 25 on page 34) or the Personal Queue window (see Figure 26
on page 34).
The following menus are available in the Process and Personal Queue windows.
Figure 22. Process and Personal Queue menus

Actions Menu
Get Work Updates and contains a list of work objects for the current processor
that are available from the work queue.
Personal Queue Updates and contains a list of work objects that are available
from your personal queue.
Lock Locks the currently selected work object so other users cannot access it.
Unlock Unlocks the currently selected work object so other users can access it.
Expand Both Retrieves the child and parent objects associated with the selected
work object. For more information, see Building Relationships on page 28.
Expand Up Retrieves the parent objects associated with the selected work
object. For more information, see Building Relationships on page 28.
Expand Down Retrieves the child objects associated with the selected work
Print Item Spools the selected work object to the default printer. For more
information, see Printing Sources on page 101.
MultiPrint Displays the Multiprint dialog box, from which you can print any
sources associated with the AWD item. This option is also available by
right clicking a selected case, transaction, or folder. For more information, see
Printing Multiple Sources on page 102.
MultiFax Displays the MultiFax dialog box, from which you can fax any sources
associated with the AWD item. This option is also available by
right clicking a selected case, transaction, or folder. For more information, see
Faxing Multiple Sources on page 96.
Exit Closes the current AWD processing session.
View Menu
The View menu contains the following options:
Toolbar Turns the toolbar on or off. A check mark appears when the toolbar is
displayed.
Button Bar Turns the button bar on or off. A check mark appears when the
button bar is displayed.

Options Menu
The Options menu contains the following options:
Icons
Large Displays large versions of the icons in the display area. A check mark
appears if large icons are displayed.
Small Displays small versions of the icons in the display area. A check mark
appears if small icons are displayed.
Sort
Ascending Enables you to sort objects in the container window by date from
oldest to newest objects.
Descending Enables you to sort objects in the container window by date from
newest to oldest objects.
Help Menu
Process Window
Generally, you use the Process window to process work objects waiting in a
particular queue. However, you can also process active work objects that reside
in your personal queue from the Process window. If active work objects reside in
your personal queue, you will process those objects before processing work from
the workflow.
The Process window shows a work object selected for you by AWD and, if
applicable, the related work objects and sources. Each work object and any
related source or work objects are graphically represented with a descriptive tag
line, as shown in the following example.
Figure 23. Example of work object

Secondary Tag Line

Your system administrator might also establish a secondary tag line on your
AWD system. This secondary tag line contains more specific data about the
object.
Items appearing in the secondary tag line are determined by your organization. In
the following example, the secondary tag line includes the date and time the
object was created and the account number.
Figure 24. Example of object with a secondary tag line
To access the Process window

In the AWD Main window, double-click the Process icon (shown at left). The
Process window appears.
Figure 25. Process window
Personal Queue Window

You can use the Personal Queue window to process work that has been
specifically assigned to you.
To access your personal queue
From the AWD Main window, double-click the Personal Queue icon (shown at
left). The Personal Queue window appears.
Figure 26. Personal Queue window

If your personal queue is empty, the following message box appears informing
you that there are no items in your personal queue.
Figure 27. Personal Queue message box
Your personal queue displays all the work objects assigned to you. It also
displays tag lines for the object, as well as related work or source objects and
their tag lines. For more information about tag lines, see Secondary Tag Line on
page 34.
Personal Queue Notification
The Personal Queue Notification feature automatically checks for new work in
your personal queue.
Personal Queue icon
Figure 28. Status area
To see if you have this feature, look in the Status area in the Windows taskbar
(see Figure 28 on page 35). If a Personal Queue icon is in the status area, you
have the Personal Queue Notification feature installed on your desktop.
Note: Your system administrator controls whether the Personal Queue
Notification feature is available on your desktop and how it is configured.
Personal Queue Notification Configuration

The Personal Queue icon may be slightly different depending on how your
system is configured and whether or not your personal queue contains work. The
Personal Queue Notification feature may be configured to operate in one of the
following ways.
Automatically with a message box Displays a message box that appears on your
desktop when a new piece of work enters your personal queue. The message box
will ask if you want to start the Personal Queue, and you simply answer Yes or
No. The message will not appear if your personal queue is open and has the
focus, or if the work object is locked to you or another user.
Manually with an icon change Indicates that you must manually start the
Personal Queue to process any new pieces of work. You can right-click the icon
and use the menu to start the Personal Queue.

The menu has the following options:

Start Personal Queue Starts your personal queue.
Force Check Checks for any new work in your personal queue.
About Describes the version and release of the Personal Queue notification.
Note: Once you have selected a work object in AWD, you will likely process it
using your organizations line-of-business (LOB) system. Because the details of
processing vary so much from one organization to another (and from one
processor to another), the instructions in this section are generalized and may
differ depending on your organizations environment.
To process a work object

1. In the AWD Main window, double-click the Process icon (shown at left). The
Process window appears (see Figure 25 on page 34).
2. Select the work object. The custom screen associated with the work object
opens.
Verify that all the index information (business area, work type, and status) for
the work object is correct.
3. On the custom screen, complete or update the appropriate boxes.
Note: The values typed in boxes on a custom screen must not contain the
following wildcard characters: percent (%), underscore (_), or single quote ().
For more information about using wildcard characters, see Using Wildcard
Characters on page 65.
4. (Optional) If the work object requires processing on your organizations LOB
system, select Line of Business from the custom screens Actions menu.
A window containing your organizations LOB system appears.
5. (Optional) If required, perform the necessary work on your organizations
system.
Your system administrator determines if work objects need to be processed on
your organizations LOB system.
6. Change the work objects status (see Changing the Status of a Work Object on
page 38), return to the AWD custom screen, and then click Update.
Depending on how AWD is configured at your site, the work objects status
may be configured to update automatically.
The custom screen closes and you are returned to the Process windows (see
Figure 25 on page 34) where you can process your next work item.

Attaching a Source File to a Work Object

Your administrator can set AWD options to allow or restrict certain file types
that can be attached as source files to a work object or folder.
To attach a source file to a work object
1. From the Process window, right-click the work object to access the shortcut
menu, and select Attach Document.
Figure 29. Attach Document option highlighted
2. Browse to the location where the source file is saved, select the document,
and then click OK.
Figure 30. Attaching a source file
If the file extension is allowed, the source file is attached to the work object
and can be opened in its specified format.
Figure 31. Source file attached to a work object

If the file extension is not allowed, the following message appears,
Figure 32. Example restricted file message
For more information about restricted file extensions, see the AWD Viewstation
3.5.1 Administrators Guide.
Changing the Status of a Work Object

You can change the status of a work object when it is complete.
To change the status of a work object
On the work objects custom screen, change the status and click Update, or press
the F4 key.
The work object will move to the next queue, as appropriate.
Note: It is recommended that you change the work objects status instead of the
queue. Changing the queue is restricted and should only be used to redirect
misrouted work, or for exception routing that is not available in the predefined
workflow established by your system administrator.

Changing the Queue

You can route a work object to another queue using the Change Queue dialog
box. With this dialog box, you can route work to a personal queue or a work
queue; however, an AWD administrator must give you authorization in AWD
Admin to change a queue.
To change the queue
1. In a container window, right-click a work object to access the shortcut menu.
2. Select Change Queue. The Change Queue dialog box appears.
Figure 33. Change Queue dialog box
3. Select the Work or Personal queue to which the work object will be re-
routed. You may select one queue to route work to, but not both.
4. Click Update to change the queue and return to the container window. The
work object is now routed to the selected queue.


Chapter 5: Adding Comments to a Work Object 41
Chapter 5:
Adding Comments to a Work Object

This chapter contains information about adding comments to a work object.
Topics
Comments Window .......................................................................................................... 41
Adding Comments ............................................................................................................ 43
Creating Canned Comments ............................................................................................. 45
Displaying Comments ...................................................................................................... 46
Editing Comments ............................................................................................................ 47
Comments Window
The Comments window enables you to create and edit comments for a work
object.
To access the Comments window
On a custom screen, click Actions, and then click Add Comments.
Figure 34. CSD screen Add Comments option
The Comments window appears.
Figure 35. Comments window

Comments Window Menus

The following menus are available in the Comments window.
Figure 36. Comments window menu
File Menu
The File menu contains the following options:
Open Opens a file containing previously saved comments.
Save As Saves comments for future retrieval. These comments appear on the list
of available saved comments for the Add Comments function.
Add Comments Adds the current contents of the Comments window to the
selected work object.
Exit Closes the Comments window.
Note: Exit does not automatically save comments; to save your comments you
must select Add Comments before exiting.
Edit Menu
The Edit menu contains the following options:
Undo Cancels the results of the last action.
Cut Removes the selected text.
Copy Copies the selected text.
Paste Places the cut or copied text in the Comments window.
Clear All Clears the contents of the Comments window.
Insert File Inserts a file at the cursor location.
Find Performs an automatic search for a specific string of text.
Find Text Finds the next instance of the text selected for the search.
Replace Inserts new text in place of each instance of the search string.

View Menu
Toolbar Controls whether or not the toolbar appears in this window. A check
mark appears when the toolbar is displayed.
Buttons Controls whether or not the buttons appear in this window. A check
mark appears when the buttons are displayed.
Help Menu
Adding Comments
You can attach comments to the history of a source or work object during
processing. These comments are displayed in the History window (see Figure 37
on page 44). Comments may include information about special processing
requirements, missing items, and notes for future reference.
You can add free-form comments, text from a file, or canned comments. You can
add all three types of comments in the same Comments window, but you are
limited to a maximum of 23,400 characters per comment. Four types of
comments can appear in the History window. You can determine whether each
type appears in the list.
To add comments to a work object or source
1. On a work object or source custom screen, click Add Comments.
2. When the Comments window appears, type the comments in the text area.
For information about using and reusing standard comments, see Creating
Canned Comments on page 45.
3. Edit the text as necessary.
4. In the Comments window (see Figure 35 on page 41), click Add Comments
to add the comments to the history for the work object or source. You are
returned to the work object custom screen.

Copying Comments from the History Window

You can copy a work objects comments from the History window and paste
them into the Comments window.
To copy comments from the History window
1. In a container window, right-click a work object, click View, and then click
History. The History window appears.
Figure 37. History window
2. Select the line of history that contains the comments that you want to copy.
To select more than one comment line, press and hold CTRL, and then click
the lines of history that contain the comments you want to copy.
Note: If you select a line of history that does not contain any comments to
copy, you will receive a message advising you to select a line of history with
comments.
3. In the History window, click Edit, and then click Copy Comments.
4. Open the Comments window for the work object to which the comments will
be copied.
5. In the Comments window, click Edit, and then click Paste.
The comments from the History window are pasted into the Comments
window.

Creating Canned Comments

You can create standard (canned) comments that you can retrieve and use again
for future comment entries. For example, you might create canned comments that
specify which legal documents are required for processing work objects. When
you process a work object and documents are missing, you can retrieve these
canned comments and insert them as comments for the current work object.
To create canned comments
1. In the Comments window (see Figure 35 on page 41), type the comments in
the Comments window.
2. In the Comments window, click the Save icon (shown at left). The Save As
dialog box appears.
Figure 38. Save As dialog box
3. By default the \Files directory appears. You should save the file to this
directory.
4. Type a file name in the File name box. Use a descriptive name so that the
comments are easy to identify in future retrievals.
5. Click Save.

Reusing Canned Comments

You can reuse comments you use frequently and attach them to other work
objects.
To use canned comments
1. In the Comments window, click the Open icon (shown at left). The Open
dialog box appears.
Figure 39. Open dialog box
2. Search for the file name in the \Files directory where it was saved.
3. Select the file you want to use and click Open.
The canned comment replaces any existing text in the Comments window (see
Figure 35 on page 41).
Displaying Comments
You can toggle the view to display comments in the History window.
To toggle the Comments view
1. On the History window toolbar (see Figure 37 on page 44), select one of the
following icons to display comments:
Manual Comments Displays comments that were manually inserted in the
record using the Comment window.
System Comments Displays comments that were automatically inserted
while AWD routed and processed the work object.

AWD/Knowledge Enabler Task Displays events generated by

AWD/Knowledge Enabler.
Show Batch IDs Displays comments entered by batch IDs. These create
system comments.
Note: The comments in the History window are displayed based on the
options you select.
Editing Comments
You can edit comments by undoing the last action, replacing text, or copying and
pasting text.
Using the Undo Option
The Undo option allows you to cancel the most recent edit and restore the
previous text. The Undo option has the following limitations:
You can only undo the last action.
Undo will not work after you use the Insert File option.
To undo a comment text edit

In the Comments window (see Figure 35 on page 41), click Edit, and then click
Undo.
The text reverts to the way it was before the edit.
Using the Cut, Copy, and Paste Options

You can cut and copy text from one location and paste it into the Comments
window. Once text is cut or copied, you can paste it into the Comments window
and use it for processing the current work object. The Windows clipboard is used
to cut, copy, and paste text.
Note: If your application does not use the Cut, Copy, or Paste options or does
not allow text to be captured to the clipboard, refer to the applications
documentation for instructions on how to cut, copy, and paste text. For more
information, see Copying Comments from the History Window on page 44.

Copying Text From Other Applications

You can insert text copied from another application into the Comments window.
The following conditions apply when copying text from another application.
The text copied from the other application cannot exceed more than 23,400
characters (including spaces).
The text copied from the other application cannot include objects such as
graphics.
The other application must have a copy command or menu item.
To copy text from another application

1. Select the text in the existing file that you want to add to the comment.
2. Select the Copy or Cut option for that application.
3. Position the cursor in the Comments window where you want to insert the
file.
4. In the Comments window, click Edit, and then click Paste. The copied text is
inserted.
Using the Clear All Option

Before adding a comment, you can remove all the existing text from the
Comments window.
To remove all the text in the Comments window
In the Comments window (see Figure 35 on page 41), click Edit, and then select
Clear All.
The text is removed from the Comments window.
Using the Find Option

Before adding a comment, you can locate specific occurrences of text in the
comment. The Find option allows you to search the comments for a keyword or
string of text.
To search for a keyword or text string
1. In the Comments window (see Figure 35 on page 41), click Edit, and then
click Find. The Search dialog box appears.
Figure 40. Search dialog box

2. In the Search for box, type a keyword or text string (up to 32 characters).
This field is not case-sensitive.
3. Click Find to begin the search. If the text is found, it is highlighted in the
comment text.
4. (Optional) From the Edit menu, click Find Text to find the next occurrence
of the search text.
If the search text is not found, a message box appears indicating that the text
was not found.
5. If no text is found, click OK to return to the Search dialog box and modify
your search.
6. Repeat steps 2 5 to perform another search.


Chapter 6: Suspending Work Objects 51
Chapter 6:
Suspending Work Objects

This chapter contains information about suspending work objects in AWD.
Topics
Suspend Window .............................................................................................................. 51
Unsuspending Objects ...................................................................................................... 54
Suspend Window
The Suspend option is used to hold a work object in a queue for a specified time.
You can determine that an item remain suspended until a specific time or date
and define a suspension reason. A work object may be suspended for the
following reasons:
The work should be processed in the future instead of at the present time
(such as initiating an address change after the customer moves in two weeks).
Research is required before the object is processed.
Missing documents are required before processing can occur.
You may also assign a status to the work object when it is activated. The status is
used to route the work to the appropriate processing step when the work object is
activated. You can activate or unsuspend a suspended item before the specified
time has elapsed.
Suspend Window Menus
The following menus are available in the Suspend window.
Figure 41. Suspend window menus

Action Menu
The Action menu contains the following options:
Suspend Suspends the selected work object for the specified time.
Activate Activates a previously suspended work object. If a status was typed in
the Status field at the time of the suspension, the status changes and the work
object routes to the next appropriate queue.
This option is used to activate a work object before the suspension time has
passed. For example, if a work object is suspended for two weeks because of
missing documents and the paperwork is received before the two weeks expires,
you can activate the work object before the specified date and time.
Unsuspend Removes the suspension of the work object. If a status was typed in
the Status field at the time of the suspension, the status does not change and the
work object returns to the queue where it was suspended.
Exit Closes the Suspend window.
View Menu
Toolbar Controls whether the toolbar appears in the Lookup window. A check
mark appears when the toolbar is displayed.
Help Menu
Status Bar
The Status bar in the Suspend window contains the following information:
ACTIVE Indicates that the work object is active.
SUSPENDED Indicates that the work object is suspended.
Max Indicates the maximum number of days the work object can be suspended.
The number displayed is based on the number typed in the Max Suspend Days
field in the Business Area/Work Type dialog box.

Chapter 6: Suspending Work Objects 53
To suspend a work object

1. In a container window, right-click the work object, and then select Suspend.
The Suspend window appears.
Status bar
Figure 42. Suspend window
2. Do one of the following:

In the Suspend for days box, type the number of days to suspend the item,
or select the appropriate number from the list.
If you are activating the work object later the same day, type zero in the
Suspend for days box.
OR
In the Date/Time box, change the default date or time to end suspension.
Each section of the date and time is treated as a separate entity.
Note: You can only change one section at a time. The number in the
Suspend for days box changes according to the date you enter. An Activate
time is not required unless you want to activate the work object at a specific
time on the activation date.
For example, to suspend a document until 2:30 p.m., click the arrows for the
hour in the Date/Time box until 2 appears.
Then, click the arrows for the minutes in the Date/Time box until 30 appears.
The suspension time is set to expire at 2:30 p.m.
3. (Optional) In the Status list, select a new status for the work object when it is
activated.

4. (Optional) In the Reason list, select a suspend reason.

Note: The reason codes must be established in AWD Admin before they can
be selected. The reason codes are used for reporting purposes only.
5. Click the Suspend button. The Suspend dialog box closes.
Unsuspending Objects
You can manually activate a suspended work object. This will add the work
object back into the workflow with the new status indicated in the Status box.
Reactivating a suspended work object may be useful if a work object was
suspended for two weeks because of missing documents, and the paperwork was
received before the specified date and time.
To activate a suspended work object
In the Suspend window, click the Activate button. The Suspend window closes.
Note: If an active status was entered in the Status list at the time of the work
objects suspension, the status changes to that value when you activate the work
object, and it is routed to the next appropriate queue.
Removing Suspension from a Work Object

You can add an item back into the workflow without changing its status by
removing the suspension of the work object.
To remove suspension of a work object
In the Suspend window, click the Unsuspend button. The Suspend window
closes.
Note: If a status was entered in the Status list at the time of the work objects
suspension, the status is not changed to that value when you unsuspend the work
object. Instead, the status is the same as before the item was suspended, and the
work object returns to the queue where it was suspended.

Chapter 7: AWD Lookup 55
Chapter 7:
AWD Lookup
This chapter contains information about using the Lookup function in AWD.
Topics
Lookup Window ............................................................................................................... 55
Lookup Results Window .................................................................................................. 57
Sorting Objects ................................................................................................................. 60
Searching for Objects Using a New Lookup .................................................................... 60
Canned Lookups ............................................................................................................... 65
Performing a Quick Lookup ............................................................................................. 69
Lookup Window
AWD allows you to search for sources, transactions, cases, and folders using the
Lookup function. You can specify only one object type for each search request.
For example, you can specify search criteria for work objects or for sources, but
not for both.
When you specify selection criteria, you can limit the search based on AWD
fields or LOB fields, corresponding operators (less than, greater than, or equal
to), and comparison values. Once you specify the selection set, AWD
automatically creates search statements based on those criteria and uses these
statements to perform the Lookup. AWD retrieves records meeting those criteria.
The Lookup function also allows you to save the specified selection criteria,
eliminating the need to re-enter the criteria every time a search is performed.
Lookup Window Menus

The following menus are available in the Lookup window.
Figure 43. Lookup window menus

File Menu
New Lookup Clears any existing Lookup criteria and opens a new Lookup.
Open File Opens Lookup criteria that have been previously created and saved.
Save Lookup Saves the current Lookup.
Save Lookup As Enables you to save the current Lookup using a different file
name.
Delete Lookup Enables you to select and delete an existing Lookup.
Exit Lookup Closes the Lookup window.
Type Menu
The Type menu contains the following options:
Source Searches for sources.
Work Searches for work objects (cases and transactions).
Folders Searches for folders.
Options Menu
New Object Type Clears Criteria Clears the current selection criteria when you
select a new object type.
Sort Allows you to determine the order in which Lookup results display, either
in ascending or descending order. This option is only available when you click
Order By in the Lookup window.
View Menu
displayed.
Help Menu

To access the Lookup window

In the AWD Main window, double-click the Lookup icon (shown at left). The
Lookup window appears, displaying the criteria used in the previous Lookup.
Figure 44. Lookup window
Lookup Results Window

When you perform a lookup, the results appear in the Lookup Results window.
To access the Lookup Results window
1. In the Lookup window, select the search criteria you want use.
2. Select the object type (source, work, or folder) from the toolbar.
3. Click the Process Lookup button. The Lookup Results window appears.
Figure 45. Example Lookup Results window

Note: Depending on the object type you selected, Source, Work, or Folder
appears in the windows title bar.
Lookup Results Menus

The following menus are available in the Lookup Results window.
Figure 46. Lookup Results menus
Actions Menu
Get Work Updates and contains a list of work objects that are available to you
from the work queue.
Personal Queue Updates and contains a list of work objects for the current
processor that are available from your personal queue.
Lock Locks the currently selected work objects so other users cannot access
them.
Unlock Unlocks the currently selected work objects so other users can access
them.
Expand Both Retrieves the child and parent objects associated with the selected
work object. For more information, see Building Relationships on page 28.
Expand Up Retrieves the parent objects associated with the selected work
Expand Down Retrieves the child objects associated with the selected work
Print Item Sends the currently selected work object to the default printer. The

option is only enabled when a source object type is selected. For more
information, see on page see Printing Sources on page 101.
MultiPrint Displays the Multiprint dialog box, from which you can print any or
all sources associated with the selected object. This option is also available by
right clicking a selected case, transaction, or folder. For detailed instructions
about printing multiple sources in a case, see Printing Multiple Sources on page
102.
MultiFax Displays the MultiFax dialog box, from which you can fax any
sources associated with the selected object. This option is also available by
right clicking a selected case, transaction, or folder. For detailed instructions
about faxing multiple sources, see Faxing Multiple Sources on page 96.
Exit Closes the current AWD processing session.
Note: Options that are not available from the Actions menu will be grayed out.
View Menu
Toolbar Controls whether or not the toolbar appears. A check mark appears
when the toolbar is displayed.
Button Bar Controls whether or not the button bar appears. A check mark
appears when the button bar is displayed.
Options Menu
Large Displays large versions of the icons in the display area. A check mark
appears if large icons are displayed.
Small Displays small versions of the icons in the display area. A check mark
appears if small icons are displayed.
Sort Displays records in the Lookup Results according to the date and time. All
objects within the container are sorted. For example, if you have several folders
in the container and select Sort, the entire container is sorted as well as the
objects within the expanded folder you selected. The following are two sort
options:
Ascending Sorts records in the Lookup Results container by date and time with
the oldest record displayed first.
Descending Sorts records in the Lookup Results container by date and time
with the newest record displayed first.
Help Menu

Sorting Objects
Complete the following steps to sort objects in a folder.
To sort objects within a specific folder
1. In the Lookup Results window (see Figure 45 on page 57), highlight the
AWD folder you want to use.
2. On the toolbar, select the Expand icon (shown at left). The folder expands
displaying all the children associated with the folder.
Figure 47. Folder expanded, displaying all children
3. On the toolbar, select Sort and do one of the following:

To sort the list with the oldest records displaying first (ascending order),
select the A Z icon (shown at left) on the Lookup Results window toolbar.
OR
To sort the list with the newest records displaying first (descending order),
select the Z A icon (shown at left) on the Lookup Results window toolbar.
Searching for Objects Using a New Lookup

Complete the following steps to search for AWD objects using new Lookup
criteria.
To search for AWD objects using new Lookup
1. Open the Lookup window (see Figure 44 on page 57), and click the New
Lookup icon (shown at left) on the toolbar.
2. Select the type of object to search for by clicking one of the following icons:
Source This searches for sources.
Work This searches for work objects.
Folder This searches for folders.

3. Define search criteria by double-clicking on a field value in the AWD Fields

or LOB Fields list.
Figure 48. Example Lookup
If you select a field requiring you to define a single search criterion, the Field
Selection Criteria dialog box appears.
Figure 49. Field Selection Criteria dialog box
4. Select the Operator and type the Comparison Value.

5. In the Comparison Value box, type a value to which the field is compared.
The value must be in the proper format for the box. For example, dates must
be formatted as YYYY-MM-DD.
6. Click OK.

The Field Selection Criteria dialog box closes, and your selection criteria is
added to the Lookup Criteria display in the Lookup window.
Figure 50. Lookup criteria display with Create Date/Time selection populated
If you select a group field that requires you to define search criteria, the
Group Selection Criteria dialog box appears.
Figure 51. Group Selection Criteria dialog box
7. In the Operators list, select a comparison operator for the group field value.
8. In the Subfields list, select a value to which to compare the group field value.
9. In the Comparison box, type the value to which to compare the field.
10. Repeat steps 7 through 9 for the remaining subfields. The values defined for
all subfields appear in the Combined box.
11. Click OK.

The Group Selection Criteria dialog box closes, and the selection criteria for
this field are added to the Lookup Criteria display on the Lookup window.
12. (Optional) Limit the selection criteria as far as you want by defining criteria
for other AWD and LOB fields.
The following is an example of search criteria.
CRDA > 2010-17-03-00.00.00.000000
SSNO = 123456789
This search returns all records created after March 17, 2010, at midnight and
limits the list only to records with a Social Security number of 123-45-6789.
13. (Optional) In the Lookup window (see Figure 50 on page 62), click Order By
to specify a sort order for the fields that will display in the Lookup Results
window (see Figure 45 on page 57). The Lookup - Order By dialog box
appears.
Figure 52. Lookup - Order By dialog box
Note: If you choose a LOB field for a lookup, the sort order displays in LOB
field order instead of Create Date/Time order unless the Order By option is
selected in the Lookup window (see Figure 50 on page 62). The Order By
option will not work for a Quick Lookup. For more information about Quick
Lookup, see Performing a Quick Lookup on page 69.
14. In the DataName area, double-click the dataname you want to appear as the
first column in the Lookup Results list.
The dataname you select moves to the top of the Order By Sequence list in
the Lookup Order by dialog box.
15. Double-click the dataname you want to appear in the next column in the
Lookup Results list. The name appears below the previous selection.

16. Repeat step 16 until you establish your sort order for all the datanames you
want to display.
17. (Optional) Remove field values from the field order by performing one of the
following:
In the Order By Sequence list, double-click a field value to remove it
from the list.
OR
Click Clear Order by to remove all items from the Order By Sequence
list.
The fields are returned to the DataName list.
18. Click OK. The Lookup - Order By dialog box closes.
To determine the sort order in the Lookup Results window

1. In the Lookup Results window, click Options, and then click Sort.
Figure 53. Lookup window Sort option
2. Select Ascending or Descending. A check mark appears next to the selected

option.
The Sort option is disabled when you do not specify a sort order in the
Lookup Order By dialog box (see Figure 48 on page 63).
3. In the Lookup window, click Process Lookup. The Lookup Results window
displays records matching the selection set.
Note: Depending on the type of Lookup, Source, Work, or Folder appears in
the title bar.
4. If your search returned more work objects than the Lookup Results window
could display, click More.
5. Select an AWD object in the Lookup Results window by performing one of
the following:
Double-click a work object to display a custom screen that enables you to
process the work object.
Double-click a source to view the source contents in the Object Window
Display or Content Viewer.

Right-click a work object to perform additional AWD functions. A menu

lists the available functions, such as viewing detailed information about
the object.
6. Click Exit to close the Lookup Results window.
Using Wildcard Characters

You can use wildcards to broaden the results of the lookup. A wildcard character
acts as a placeholder that matches any character in the database. Data values
cannot contain wildcard characters. The following table lists wildcard characters
that are reserved for specific lookup purposes only.
Character Lookup Function Return Value
Percent (%) Looks for only the Returns all the work
character(s) provided types starting with W
For example
WRKT = W%
Underscore (_) Looks for the values in the Returns all the work
specified position types starting with W
For example that are less than or
WRKT = W ____ (four equal to five characters
underscores) in length
Note: Do not use the single quote ( ' ) in lookup criteria because it creates
unmatched results and returns an invalid SQL.
Canned Lookups
AWD allows you to save your Lookup criteria in a file so that you do not need to
redefine them each time you perform a search. This saved file of criteria is
referred to as a Canned Lookup. You can save a Canned Lookup under the
current name or a new name, and then copy the Lookup criteria to another
Lookup, or delete an existing Canned Lookup.
Saving a Lookup adds its name to the list located on the toolbar of the Lookup
window (see Figure 44 on page 57). The following example Lookup was saved
using the file name Bradley.wrk.
Figure 54. Sample Lookup name
To switch back to the Canned Lookup, select it from the list. The selection
criteria appears in the Lookup Criteria list in the Lookup window.

Saving a Canned Lookup

When saving a Canned Lookup, you can specify a name for a new set of
selection criteria, or you can specify a new name for an existing set.
To save a Lookup
1. Create a set of selection criteria as described in Searching for Objects Using a
New Lookup on page 60, or open an existing Lookup.
2. In the Lookup window (see Figure 44 on page 57), click the Save icon (shown
at left). The Lookup Save As Dialog box appears.
Figure 55. Lookup Save As dialog box
3. Navigate to the location where you want to save the file.

4. In the File name box, type the new name of the Lookup.
5. In the Save as type list, select an object type.
Note: The file type defaults to the current lookup. If your criteria does not
match the file selected, you will get an error message and will be prompted to
try to save the file again.
6. Click Save. The selection set you save replaces any existing selection set
associated with the Lookup name.

To reuse a Canned Lookup

1. In the Lookup window (see Figure 44 on page 57), click the File Open icon
(shown at left) to initiate a search using a Canned Lookup.
The Lookup Open Dialog box appears.
Figure 56. Lookup Open Dialog box
2. Select the name of the Lookup file. The name of the Lookup appears in the
File name box.
Note: The type of files that appear depend on the option selected from the
Type menu of the Lookup window. For example, only source type files
appear if you clicked the Source icon in the Lookup window; however, you
can select a different file type.
3. Click Open. The criteria for the saved Lookup appear in the Lookup window,
which can be modified.
Cloning a Canned Lookup

You can make a copy of existing Lookup criteria, which can be modified to
create a new Lookup.
To clone a Canned Lookup
1. In the Lookup window (see Figure 44 on page 57), click the File Open icon
(shown at left) to retrieve the Canned Lookup.
The Lookup Open dialog box appears (see Figure 56 on page 67).
2. From the file display area, select the file, and then click Open. The criteria for
the saved Lookup appears in the Lookup window.
3. Make your changes to the selection set.

4. From the File menu, select Save Lookup As to save the newly created criteria
under a new name.
5. In the File name box, type the new name, and click Save.
Deleting a Canned Lookup

The Delete Lookup window allows you to delete a Canned Lookup.
To delete a Canned Lookup
1. In the Lookup window (see Figure 44 on page 57), select File, and then select
Delete Lookup. The Delete Lookup dialog box appears.
Figure 57. Delete Lookup dialog box
2. (Optional) In the Lookup Filters section, check one of the following check
boxes to control which types of Lookups to display:
Source Lookup Displays only source (*.src) Lookups.
Work Lookup Displays only work object (*.wrk) Lookups.
Folder Lookup Displays only folder (*.fld) Lookups.
All Displays all Lookups, regardless of type.
Note: By default, the All check box is selected. To delete a specific lookup,
clear the All check box and select the Source, Work, or Folder Lookup
check box.
3. In the display list, select the desired Lookup name.

4. Click Delete. The Lookup is removed from the list.

5. (Optional) Continue deleting Canned Lookups as necessary.

6. (Optional) Click Refresh to update the display of Canned Lookups in the
Delete Lookup dialog box.
7. Click Cancel to return to the Lookup window.
Performing a Quick Lookup

Quick Lookup windows are custom screens that help you find AWD items.
Quick Lookup windows present only the boxes you need to perform a certain
type of Lookup.
Note: Your system administrator designs the Quick Lookup windows you use at
your site. To access Help for a specific Quick Lookup window, open the Quick
Lookup window and press F1. If no Help is available, see your system
administrator for assistance.
To select a Quick Lookup window

In the AWD Main window, double-click the Quick Lookup icon to select the
Quick Lookup window you want to use. The customized Quick Lookup
window appears.
Note: This icon may vary based on the settings established by your system
administrator.
Figure 58. Customized Quick Lookup window
1. From the toolbar, select the object type you want to find (source, work object,
or folder). All Quick Lookups require you to specify an object type.
2. Specify the selection criteria for searching the AWD database using the boxes
in the Quick Lookup window.

You can use the boxes in this window in any combination. Some of these
boxes may populate default values based on pre-defined parameters for the
Quick Lookup.
Note: Unless you use wildcards, the object types value must match the
comparison value exactly for a Quick Lookup to select an object type from
the database. For more information about using wildcard characters, see
Using Wildcard Characters on page 65.
3. Click Lookup. The Lookup Results window displays records meeting the
current selection criteria.

Chapter 8: Viewing Sources 71
Chapter 8:
Viewing Sources
This chapter contains information about viewing sources and work history in
AWD. There are two different options for viewing sources in AWD:
AWD Viewstation 3.5.1 using Object Window Display (installed with
Viewstation)
AWD Viewstation 3.5.1 using Content Viewer (installed separately)
Note: AWD Content Viewer must be ordered separately if it is required. For

more information, contact AWD Customer Care at 1-800-685-1414.
Object Window Display

Object Window Display automatically opens if Autoflags are being used and
displays a source when the source is a child of a work object that has been
selected for processing, or when you double-click a source.
To view a source using Object Window Display
1. In a container window, right-click a source, and click View.
2. From the submenu, click Source. The Object Window Display appears which
contains the source image.
3. (Optional) Select the Src/Detail option to display the sources custom screen.
AWD Content Viewer

AWD Content Viewer is the window used to display source images. It can
display source images in either black and white or color. AWD Content Viewer
can also be used to view network images and those that are stored locally on hard
drives.
To view a source using AWD Content Viewer
Do one of the following:
Double-click a source object on the Process window.
Double-click a source object on the Lookup Results window.
Double-click a source object on the Personal Queue window.
For more information about AWD Content Viewer, see the AWD Content Viewer
10 Users Guide.


Chapter 9: Viewing Work History 73
Chapter 9:
Viewing Work History

This chapter contains information about viewing work history in AWD.
Topics
History Window................................................................................................................ 73
Viewing Work History...................................................................................................... 75
Viewing Work Step History ............................................................................................. 76
Viewing History................................................................................................................ 79
History Window
You can use the History window to view a work objects history log; however,
the History window is for viewing information only. You cannot change
information in this window.
To access the History window
1. In a container window, right-click the work object, and click View.
2. From the submenu, click History. The History window appears.
Figure 59. History window
Customizing the History Window

You can customize the appearance of the History window in order to make the
information it contains easier to use by establishing the following items:
Which fields appear in the list
Whether batch IDs appear in the list
Whether the list is sorted in ascending or descending order

The type of comments that appear in the list

The order of the fields in the list
History Window Menus

The following menus are available in the History window.
Figure 60. History window menu
File Menu
Print Spools the contents of the History window to the default printer.
Exit Closes the History window.
Edit Menu
The Edit menu contains the following options:
Copy Comments Copies the comments from the selected work object.
View Menu
Manual Comments Displays comments that were created manually. This option
serves the same function as clicking on the Manual Comments icon (shown at
left) on the toolbar.
System Comments Displays comments that the system automatically created.
This option serves the same function as clicking the System Comments icon
(shown at left) on the toolbar.
Task Displays comments that were created by AWD/Knowledge Enabler. This
option serves the same function as clicking the AWD Knowledge Enabler Task
icon (shown at left) on the toolbar.
Show Batch IDs Displays comments that the system automatically created as the
result of a batch process. This option serves the same function as clicking the
Batch IDs icon (shown at left) on the toolbar.

Sort Opens a submenu that enables you to specify how the contents of the list
appear (ascending or descending order). These two options perform the same
function as clicking the Sort Ascending icon (shown top left) or the Sort
Descending icon (shown bottom left) on the toolbar.
Fields Opens the History Fields dialog box, which enables you to specify which
fields appear in the History window list.
Refresh Refreshes the contents of the display area to include any new
information about the work object that was added since you initially opened the
History window. This option serves the same function as clicking the Refresh
icon (shown at left) on the toolbar.
Options Menu
on.
Button bar Turns the button bar on or off. A check mark appears when the
button bar is on.
Help Menu
Viewing Work History

The history log contains all the processing steps that affect the work object you
select, including the date, time, queue, employee, workstation ID, client unit,
status, and comments. The history log can be used for the following tasks:
Performing supervisory review of work
Researching client requests and problems
Reviewing comments attached to previous processing steps
Tracking processing errors or misdirected work
Tracking work in response to client inquiries

Viewing Work Step History

You can display detailed history information about a particular work step.
To view work step history
1. In the History window (see Figure 37 on page 44), double-click a history
entry. The View History Item dialog box appears.
Figure 61. View History Item dialog box
2. Click OK to close the View History Item dialog box and return to the History
window.

Displaying Fields
You can specify which fields appear in the History window and the order in
which they appear. Any or all of the fields can be visible. However, when several
fields are displayed, it may be necessary to scroll horizontally to view them.
To specify the field order
1. In the History window click View, and then click Fields. The History Fields
dialog box appears.
Figure 62. History Fields dialog box
AWD shows all the fields as the default. The order in which the field names
appear in the Field Order list is the order in which they will appear in the
History window.
The following AWD fields are available:
Begin Date Begin Time Business Area
Comments Description* End Date
End Time Job Name* Next Task*
Priority Quality Sampled Queue
Return Code* Sampling Code Status
Task Name* Type User Experience
User ID User Name Workstation ID
Note: The fields marked with an asterisk are AWD/Knowledge Enabler

fields only.

2. Click Remove All to clear the Field Order list. All the fields are removed
from the Field Order list and are moved to the Available Fields list.
3. Double-click the first field you want to appear in the History window, or
highlight the field and click Add. The field appears at the top of the Field
Order list.
4. Double-click the next field you want to appear in the History window, or
highlight the field and click Add. The field appears in the Field Order list
below the previously selected field.
5. Continue selecting until all the desired fields are displayed.
6. (Optional) Double-click a field to remove it from the Field Order list, or
select the field and click Remove. The field returns to the Available Fields
list.
7. Click OK. The History Fields dialog box closes and the list in the History
window shows the fields in the order you selected.
Sorting Displayed Fields

The information that appears in the History window list can be sorted in the
following three ways:
Ascending Specifies that the oldest items appear at the top of the list and other
items follow in order of age.
Descending Specifies that the newest items appear at the top of the list and the
oldest items appear at the bottom.
Manually Allows you to manually sort the fields.
To sort the fields in ascending or descending order

1. In the History window, click View, and then select Sort. A submenu appears.
2. Select Ascending or Descending. A check mark appears next to the selected
option.
To manually sort the field order

1. In the History Fields dialog box Field Order list, click on a field.
2. Drag the field to the desired position. A gray line appears between each field
to indicate the placement.

Viewing History
You can view a work objects history in the History window (see Figure 37 on
page 44). You can refresh the work object history by selecting Refresh on the
View menu.
To view a work objects history
1. In the History window, select the fields to display. For more information, see
Displaying Fields on page 77.
2. Select the types of comments to display. For more information, see Viewing
Work History on page 75.
3. View information about the history of a particular work step. For more
information, see Viewing Work Step History on page 76.
4. Click Exit when you are finished viewing the History window. The History
window closes and the previous container window appears.


Chapter 10: AWD Quality 81
Chapter 10:
AWD Quality
This chapter contains information about performing a quality review.
Topics
Quality Review ................................................................................................................. 81
Quality Window................................................................................................................ 82
Viewing Quality History................................................................................................... 86
Deleting a Quality Record ................................................................................................ 87
Quality Review
A quality review validates the processing accuracy for a work object. Quality
reviews are performed by experienced processors who have the necessary
knowledge to access the LOB system and validate that the work object was
processed correctly. Based on their review, they pass or fail the work. You can
view any failures assigned to a work step at any time during the quality review
process, as well as time, date, and reviewer information.
If a work object passes quality review, AWD can change the status so the work
object is routed to the next queue; however, the status changes only if the CSD is
open and the user selects Update and the Quality Pass status is defined in the
Queue/Status Cross-Reference area.
Note: A quality review performed on a previous work step does not
automatically update the status in the CSD. The Quality screen updates the status
only if you are performing a quality review on the previous work step.
If a work object fails quality review, the quality reviewer notes the reason for
failure and assigns an error code. The work objects status is updated, and the
work is routed to the appropriate queue.
Note: AWD is structured to allow for quality review at any work step within the
processing life cycle (for example, after scanning or processing); however, you
cannot pass or fail a work object for any work step that you performed.

Quality Window
Use the Quality window to perform a quality review of a work object.
To access the Quality window
1. If you are validating processing on your organizations system, select Line of
Business from the Actions menu on a custom screen. For more information,
see the Actions Menu on page 19.
Figure 63. Custom screen with Line of Business selected
A window containing your organizations system appears. You are ready to

validate the processing of the work object for accuracy, based on your
organizations standard procedures.
2. In a container window, right-click a work object and select Quality, or select
Actions, and then Quality from the CSD. The AWD - Quality window
appears.
Figure 64. Quality window

The Quality window displays the work objects process date and time, business
area, work type, status, queue, priority, and the ID of the user who processed the
work object. A status bar may also display in a list at the bottom right of the
Quality window.
Quality Window Menus

The following menus are available in the Quality window.
Figure 65. Quality window menus
File Menu
Exit Exits the Quality window.
Edit Menu
The Edit menu contains the following option:
Comments Opens the Comments window.
View Menu
Toolbar Controls whether or not the toolbar appears in the Quality window. A
check mark next to this option indicates that the toolbar is displayed.
Status Bar Controls whether or not the status bar appears in the Quality
window. A check mark next to this option indicates that the status bar is
displayed.
Quality History Opens a dialog box that contains information about the quality
history of the selected work object.

Work Item Menu

The Work Item menu contains the following options:
Reviewed Same Day Indicates that the quality review for the selected work
object is scheduled for the same day that work object is completed.
Reviewed Next Day Indicates that the quality review for the selected work object
is scheduled for a day after processing is completed (for example, day two).
Review Day Not Applicable Indicates that neither day is applicable. For example,
you may review quality outside the normal quality review cycle, such as
reviewing the quality reviewers. The quality review of the work object is used for
informational purposes only and not in reporting quality.
Pass Item Passes a correctly processed work object. Selecting this option serves
the same function as clicking the Pass icon (shown at left) on the toolbar or
clicking Pass.
Fail Item Fails and returns an incorrectly processed work object.
Help Menu
The Help menu contains the following options:
About Opens a dialog box containing AWD version information.
Quality Reviewing a Work Object

All work steps performed for a work object display in the Quality window.
Note: You cannot pass or fail any work step you performed.
To perform a quality review

1. Research the work step to verify whether it was processed correctly.
This may involve accessing your LOB system to validate the accuracy of the
work objects processing, based on your organizations standard procedures.
2. (Optional) Change the review day. The review day defaults to the current day
in reference to the date a work step was performed based on the setup for the
work type.

You can select one of the following options to override the default:
From the Quality window Work Item menu, select Reviewed Same Day,
or click the Same Day icon (shown at left) on the toolbar to indicate that
the quality review of the work step occurs on the day that processing for
the work step has been completed.
From the Quality window Work Item menu, select Reviewed Next Day,
or click the Next Day icon (shown at left) on the toolbar to indicate that
the quality review of the work step occurs on a day after the original
processing day (for example, day two).
From the Quality window Work Item menu, select Review Day Not
Applicable, or click the Day N/A icon (shown at left) on the toolbar to
indicate that neither day is applicable. For example, you may review
quality outside the normal quality review cycle, such as reviewing the
quality reviewers.
Passing a Work Object

Complete the following steps to pass a work object.
To pass a work object
1. In the Quality window, click Pass. The quality history information for the
work step is updated.
2. Click Exit to close the Quality window.
Failing a Work Object

Complete the following steps to fail a work object.
To fail a work object
1. In the Quality window, click Fail. The Error Assignment dialog box appears
so you can note the reason for failing the work step.
Figure 66. Error Assignment dialog box

2. From the Quality Errors list, double-click the appropriate error code, or
select the error code, and click Add to indicate the reason why the work
object did not pass.
The error code is added to the Errors Added list. Only error codes listed in
this box are applied to the work step.
Note: Error codes are assigned based on business area, work type, and status;
the error codes must be defined in AWD Admin before work can be failed.
For more information about error codes, see the AWD Viewstation 3.5.1
Administrators Guide.
3. (Optional) If the error may have a direct impact on the customer, select the
Impact check box. This check box may already be selected by default,
depending on the error code selected.
4. In the Points box, type a value that is less than or equal to the number of
points displayed in the Max Points box.
Error points indicate the severity level of the error. The higher the number, the
greater the severity. This box may already display a default value, depending
on the error code selected.
The maximum for this value is the value contained in the Max Points box.
This value is assigned to the work type by your system administrator and
specifies the maximum points assigned to the error code selected.
5. (Optional) Add additional comments to the work object failure. For more
information about comments, see Adding Comments on page 43.
6. Click OK to save your changes and return to the Quality window.
Viewing Quality History

The Quality History window shows a history log of all quality review
information for the work step you selected. The window also contains the
following detail information:
Quality review type (Pass, Fail, Delete, or Work)
Date and time
User ID and name of the reviewer or the processor
Review day (same day, next day, or N/A)
Error
o Error points
o Error impact

To view a work objects quality history

1. On the custom screen, click Quality.
2. From the Quality window, select the work step, and then click the Quality
History icon (shown at left). The Quality History dialog box appears. A
pass/fail history displays for the work object.
Figure 67. Quality History window
3. Highlight a history entry.

4. (Optional) To view comments added during quality review, right-click a
transaction, and then select View History.
5. Click Cancel to close the Quality History dialog box and return to the Quality
window.
Deleting a Quality Record

You can remove a pass or fail record from the quality history of a work object if
you are authorized to do so; however, another quality reviewer must remove pass
or fail records that you created while reviewing a piece of work.
To delete a pass or fail record
In the Quality History dialog box, highlight the record to delete, and then click
Delete.
Note: Deleting a pass or fail record removes passes and fails from the quality
reports.

Printing a Pass/Fail Record

The Quality History window enables you to print the quality history and access
the Comments window to add comments to the work objects history. You can
print the pass or fail record for the work object.
To print a pass/fail record
1. In the Quality History dialog box, click Print. The Print Setup dialog box
appears.
2. Set your print options, and click OK.

Chapter 11: Additional AWD Processing Functions 89
Chapter 11:
Additional AWD Processing

Functions
This chapter contains information about additional AWD processing functions.
Topics
Faxing Sources.................................................................................................................. 89
Creating Phone Books ...................................................................................................... 92
E-mailing Sources ............................................................................................................. 98
Printing Sources .............................................................................................................. 101
Faxing Sources
You can automatically create sources, work objects, and cases through incoming
faxes in AWD. You can also use AWD to send a fax to one or many recipients.
AWD maintains a fax phone book that contains contact information for people
you regularly fax. By grouping multiple recipients in a distribution list, you can
fax AWD information to all those recipients in only a few steps.
Sending a Fax
Complete the following steps to send a fax.
To send a fax
1. In a container window, right-click the source that you want to fax.
2. Select Fax. The AWD/Fax - Send Fax dialog box appears.

Figure 68. AWD/Fax - Send Fax dialog box
3. From the Cover Sheet list, select a cover sheet to send with the fax.
4. Select the annotations you want to include on the faxed source.
Note: The Line and Arrow annotations options are available with AWD
Content Viewer only.
5. In the From area, enter the appropriate sender information.
6. In the To area, enter the fax recipient information by doing one of the
following:
To manually enter information, click Manual. For more information, see
Manually Entering Fax Recipient Information on page 92.
OR
To use existing information, click Phone Book. For more information, see
Creating Phone Books on page 92.
7. (Optional) Type the text you want to display on the fax cover sheet in the
Comments area.
The comments area is limited to 21 lines of text. The length of each line is
limited to 50 characters.
8. (Optional) Enter the page numbers of the source document you want to fax in
the Page to Fax area. You can fax only part of the document using this
option.
For example, type 2, 6-9, 11 to fax page 2, pages 6 through 9, and page 11
only.

Note: The Pages to Fax area does not allow alpha characters. Use a comma
to separate page numbers and a hyphen to indicate a range of pages. Do not
use spaces between the page numbers and the comma or hyphen.
9. Click Send to send the fax to the server for transmission.
10. (Optional) In the AWD folder, double-click the Fax Status icon to verify the
status of the sent fax. The AWD/Fax Fax Status dialog box appears.
Verifying Fax Status

You can verify the status of a fax using the Fax Status dialog box. When you
double-click the Fax Status icon in the AWD folder, the AWD/Fax - Fax Status
dialog box appears.
There is not a direct line of communication between the AWD/Fax server, each
desktop, and AWD Viewstation 3.5.1. As a result, a pulling process was added to
the AWD/Fax status application. You can tell the application how often to pull
fax statuses by using the Interval option in the AWD/Fax - Status window.
Figure 69. AWD/Fax - Status window
Set the seconds between pulls for the Fax Status screen by entering the number of
seconds between updates in the Refresh Interval dialog box. The minimum
number of seconds that you can enter is 10, and the maximum number is 999.
Figure 70. Refresh Interval dialog box

Manually Entering Fax Recipient Information

If you manually enter fax recipient information, you must enter the recipients
fax number. This information is used for the current fax only; it is not retained
for future use.
To manually enter fax recipient information
1. In the AWD/Fax - Send Fax dialog box, click Manual. The Manual dialog
box appears.
Figure 71. Manual dialog box
2. Type the following information about the recipient:

Name
Company
Fax number (Required)
Each field can contain a maximum of 31 characters and spaces.
3. Click OK. The AWD/Fax Send Fax dialog box appears with the recipients
information populated in the To section.
4. Double-click a name to remove it from the To section.
5. Click Send.
Creating Phone Books

If you regularly send faxes to the same recipients, you can build phone books
containing the recipients information for quicker lookups. Phone books can be
defined as the following types:
Private Phone books for your use only
Public Phone books for use by all users

Creating a Private Phone Book

You must first create a private phone book before you can add recipient
information.
To create a private phone book
1. Open the AWD/Fax Send Fax dialog box. In the To area, click Phone
Book. The AWD/Fax Phone Book dialog box appears.
Figure 72. AWD/Fax Phone Book dialog box
2. Click Create. The Phone Book Creation dialog box appears.
Figure 73. Phone Book Creation dialog box
3. In the Enter Phone Book Name field, type the name of the phone book.
4. Click OK. The Phone Book Add dialog box appears.
For information about adding names to the phone book, see Adding Recipient
Information to a Phone Book on page 94.
Note: To create a public phone book, you can copy the private phone book to
the public directory on the AWD/Fax server.

Adding Recipient Information to a Phone Book

Once you create a private phone book, you can add recipient information.
To add recipient information to a phone book
Book. The AWD/Fax Phone Book dialog box appears (see Figure 72 on
page 93).
2. From the Phone Book list, select the existing phone book to which you want
to add recipient information.
3. Click Add. The AWD/Fax Phone Book Edit dialog box appears.
Figure 74. AWD/Fax Phone Book Edit dialog box
4. Enter the following information about the recipient in the appropriate boxes:
First Name This is the recipients first name.
Last Name This is the recipients last name.
Company This is the recipients company name.
Fax This is the recipients fax number. This field is required.
Voice This is the recipients telephone number.
Group Indicates the group to which the recipient belongs. This group name
allows you to select an entire group to which to send a fax. You can only
define one group for the recipient in this field. However, you can create other
entries for the same recipient in a different group.
5. Click OK.
The AWD/Fax Phone Book Edit dialog box closes and the AWD/Fax -
Phone Book dialog box displays the new recipient.

Selecting Fax Recipients from a Phone Book

To select fax recipients from a phone book
Book.
The AWD/Fax Phone Book dialog box appears (see Figure 72 on page 93).
2. From the Phone Book list, select the phone book you want to use.
The Recipient area displays the names and information of the recipients
contained in the phone book.
3. Perform one of the following to select the recipient:
Manually highlight the name of the recipient to receive the fax.
To select all recipients in the phone book, highlight the first recipient in
the list, then hold down the SHIFT key and highlight the last recipient in
the list.
OR
Select all the recipients within a group by completing the following steps:
o In the AWD/Fax Phone Book dialog box, click Group. The
AWD/Fax Group Select dialog box appears.
Figure 75. AWD/Fax - Group Select dialog box
o Type the name of the group you want to receive the fax.
o Click OK.
The AWD/Fax Phone Book dialog box appears and all the members of the
group you typed in the Group field are highlighted.
Note: Recipients can be assigned to the group once their information is
entered in the phone book. You can then choose to fax the document to all
recipients within that group. For more information, see Adding Recipient
Information to a Phone Book on page 94.
4. Click Accept in the AWD/Fax - Phone Book dialog box.

The AWD/Fax - Send Fax dialog box appears.
Figure 76. AWD/Fax - Send Fax dialog box
5. The names you selected appear in the To area of the AWD/Fax - Send Fax
dialog box.
Note: If you select a recipient who should not receive the fax, double-click
the recipients name to delete it from the To area of the AWD/Fax Send Fax
dialog box.
Faxing Multiple Sources

You also have the option to fax multiple sources. All of the sources you want to
fax must be the children of a case, transaction, or folder. Before you can fax the
sources attached to an appropriate parent object, you must display the parent in a
container window. Examples of container windows include the following:
Process window
Lookup Results window
Find Parent Results window

To fax multiple sources from a case

1. Open a container window that displays the parent object of the sources you
want to fax.
2. Right-click the parent object and select Expand Down. The sources
associated with that parent display.
3. Right-click the parent object and select MultiFax. The Multi Fax dialog box
appears.
Figure 77. Multi Fax dialog box
Note: The parent object must have more than one source associated with it
for the MultiFax option to appear on the menu.
4. Select the sources you want to fax. When you select a source, it is highlighted.
To select all of the sources that are listed, click Select All.
5. Click Fax. The AWD/Fax - Send Fax dialog box appears (see Figure 76 on
page 96).
6. From the Cover Sheet list, select a cover sheet to send with the fax.
7. In the From area, enter the appropriate information.
8. In the To area, enter the fax recipient information by doing one of the
following:
To manually enter information, click Manual. For more information, see
Manually Entering Fax Recipient Information on page 92.
OR
To use existing information, click Phone Book. For more information, see
Creating Phone Books on page 92.

9. (Optional) Type the text you want to display on the fax cover sheet in the
Comments area.
The comments area is limited to 21 lines of text. The length of each line is
limited to 50 characters.
10. (Optional) Enter the page numbers of the source document you want to fax in
the Page to Fax area. You can fax only part of the document using this
option.
For example, type 2, 6-9, 11 to fax page 2, pages 6 through 9, and page 11
only.
Note: The Pages to Fax area does not allow alpha characters. Use a comma
to separate page numbers and a hyphen to indicate a range of pages. Do not
use spaces between the page numbers and the comma or hyphen.
11. Click Send to send the fax to the server for transmission.
12. (Optional) In the AWD folder, double-click the Fax Status icon to verify the
status of the sent fax. The AWD/Fax Fax Status dialog box appears.
E-mailing Sources
AWD Viewstation provides the ability to e-mail one or more source documents.
A user can select a work object and e-mail all the source documents attached to
the work object, or the user can select an individual source document and e-mail
it. A user can e-mail all the pages in the source document or e-mail selected
pages only.
All selected pages within a single source document are sent as one attachment;
the individual pages are not sent as separate attachments. All selected pages
within a source document are converted to PDF format before they are e-mailed.
Users must have at least View level privileges to the source type and the
appropriate security level access to e-mail the source. Sent images are masked
automatically based on the users security level.
When e-mailing, a user can do the following:
Indicate who is sending the e-mail.
Specify who is receiving the e-mail (cc and bcc recipients are supported).
Choose to send an e-mail without any attached sources.
Select which sources to send. By default, all sources are sent.
Select the page numbers of the sources to send. The default setting includes
all pages.
Select whether to include annotations for a source. The default setting is to
not include annotations.

The following annotations can be included:

o Notes
o Highlighter
o Arrow
o Scribble
o Mask
o Line
Sending an E-mail
The Send Email dialog box allows users to formulate and send an e-mail request.
Users enter an e-mail subject, default text (through a template), and enter body
text. At least one recipient type must be selected. The selected sources display in
the Documents area.
To send an e-mail
1. Right-click a folder, work, or source object. The Send Email dialog box
appears.
Figure 78. Send Email dialog box

2. From the Sender list, select a sender e-mail address, or type an

e-mail address.
Note: You must have the proper authority to manually type a sender e-mail
address in the Sender list. Authority is controlled through the resource,
SENDER. Users or security groups are assigned privilege to each resource
through Resource Access Control.
3. In the To box, enter the e-mail address of the person(s) or group that you are
sending the e-mail to.
You can also choose an address from the Address Book by clicking To, the
Address Book icon (shown at top left), or the Ellipse icon (shown at bottom
left). Multiple addresses must be separated by a comma.
4. (Optional) In the cc box, enter the person or group that you want to carbon
copy.
5. (Optional) In the bcc box, enter the person or group that you want to blind
carbon copy.
6. In the Subject box, type a subject for the e-mail.
7. From the Select Template list, choose an e-mail template.
8. In the Body Text area, type a message to the e-mail recipient. There is a
maximum of 50 characters per line and 21 lines per message.
9. Complete the following to include annotations or pages with an e-mail.
a. In the Documents area, highlight a source and right-click the sources tag
line. A menu appears with the following options:
View Source Opens the source in AWD Content Viewer.
Select Annotations Opens the Include with Source dialog box.
Select Pages Opens the Include with Source dialog box.
b. Choose Select Annotations or Select Pages to open the Include with
Source dialog box.
Figure 79. Include with Source dialog box

c. In the Annotations area, select the annotation(s) you want to send with the
e-mail. The following annotations are available:
Notes Specifies if sticky notes annotations should be sent.
Highlights Specifies if highlighter annotations should be sent.
Arrow Specifies if arrow annotations should be sent.
B/W Specifies if annotations should be converted to black and white
before sending.
Scribble Specifies if scribble annotations should be sent.
Mask Specifies if mask annotations should be sent.
Line Specifies if line annotations should be sent.
d. In the Page Ranges area, do one of the following:
Select All to include all the pages of a source in the e-mail.
OR
Select Pages and enter a range of pages or specific pages to include in
the e-mail. Multiple entries must be separated by a comma.
10. Click Apply to save your settings, or click Cancel to close the Include With
Source dialog box. The Send Email dialog box appears.
11. Click Send to send the e-mail, or click Cancel to cancel the e-mail request.
The Send Email dialog box closes.
Printing Sources
You can print a source image from Object Window Display or AWD Content
Viewer. You can print the entire source image or selected portions only. You also
can print sources and other information that display in other windows; however,
you may only print from windows that have a Print function.
To print a source or window contents
1. Right-click a source object in the container window, and then click Print.
The Print Setup dialog box appears. The name of the default printer is
highlighted in the Printer list.
Figure 80. Print Setup dialog box

2. (Optional) Use the Printer list to select another available printer, if necessary.
3. In the Pages area, select one of the following options:
All Prints all pages of the source document.
Selective Prints a range of pages or specific pages only.
4. In the Magnification area, select one of the following:
Scale To Fit Increases or decreases the size of the document image to
properly fit the printed page.
Scale By Percent Increases or decreases the size of the document image
page to the specified percentage when printed.
5. (Optional) In the Annotations area, select the types of annotations you want
to print if you are printing a source. You can print sticky notes, highlights,
scribbles, overlays, and masks.
6. (Optional) Check the Cover Sheet check box to print a cover page with the
document.
7. (Optional) Click Comments to display comments on the cover sheet.
The Comments dialog box displays a free-form area that enables you to type
text to include on the cover sheet.
8. Click OK. The comments will print on the cover sheet.
9. (Optional) Check the Page Header check box to print a header on each page
of the document. The header consists of the document name and page
number.
10. (Optional) Click Setup to open the Print Setup dialog box. The Print Setup
dialog box displays two tabs: Page Setup and Advanced.
11. Click OK. The Print Setup dialog box closes and a message appears,
notifying you that the document is spooling to the print queue.
Printing Multiple Sources

You have the option to print multiple sources with a single command. All of the
sources you want to print must be the children of a case, a transaction, or a
folder. Before you can print the sources contained by a parent object, you must
display that parent in a container window.
Note: You cannot print multiple sources if the sources are in ROS format.

To print multiple sources from a parent object

1. Open a container window that displays the parent object of the sources you
want to print.
2. Right-click the parent object, and select Expand Down. The sources
associated with that parent display.
3. Right-click the parent object, and select Multiprint. The MultiPrint dialog
box appears.
Figure 81. MultiPrint dialog box
Note: The parent object must have more than one source associated with it
for the Multiprint option to appear on the menu.
4. Select the sources you want to print. When you select a source, it is
highlighted. To select all of the sources under the parent object, click Select
All.
5. Click Print. The Print Setup dialog box appears.
6. Select a printer and set any other options that you want.
7. Click OK. The Print Setup dialog box closes and a message appears notifying
you that the document is spooling to the print queue.


Appendix A: AWD Shortcut Keys 105
Appendix A:
AWD Shortcut Keys
This section lists shortcut keys available in AWD Viewstation. AWD shortcut
keys offer you another way to accomplish common tasks. In many cases, shortcut
keys help you work faster. Using a shortcut key consists of holding one key
while pressing a second key or key combination. For example, pressing and
holding the CTRL key and then pressing another key instead of selecting an
action from a menu.
Topics
Container Window .......................................................................................................... 105
Work Object Custom Screen .......................................................................................... 106
Suspend Window ............................................................................................................ 107
Comments Window ........................................................................................................ 107
AWD Lookup Window................................................................................................... 108
History Window.............................................................................................................. 108
Container Window
The following table contains the shortcut keys that are available on the Action
menu in the container window.
Description Shortcut Key
Process F5
Add Comments CTRL + A
Suspend CTRL + S
Quality CTRL + Q
Expand CTRL + E
Clone CTRL + C
Change Queue CTRL + G
Find Parent CTRL + R
Find Children CTRL + I

Work Object Custom Screen

The following shortcut keys are available on the work objects custom screen.
Action Menu ALT + A
View Menu ALT + V
Help F1
Note: The F1 key is enabled
for the field in which the cursor
is placed.
List box F4
Note: The F4 key is enabled
only for fields that contain a list
box.
Custom Screen Action Menu

The following shortcut keys are available on the work objects custom screen
Action menu.
Line of Business CTRL + B

Note: This shortcut is enabled
if your organization uses the
LOB option in the workflow.
History CTRL + H
Add Comments CTRL + A
Suspend CTRL + S
Quality CTRL + Q

Appendix A: AWD Shortcut Keys 107
Suspend Window
The following shortcut keys are available in the Suspend window.
Suspend CTRL + S
Activate ALT + C
Unsuspend ALT + U
Help F1
Exit ALT + F4
Comments Window
The following shortcut keys are available in the Comments window.
File ALT + F
Edit ALT + E
View ALT + V
Help ALT + H
Edit Menu
The following shortcut keys are available on the Edit menu in the Comments
window.
Note: Text must first be selected in the Comments window to enable the Edit
menu shortcut keys.
Undo Delete CTRL + Z
Cut CTRL + X
Copy CTRL + C
Paste CTRL + V
Replace CTRL + R

AWD Lookup Window

The following shortcut keys are available in the AWD Lookup window.
New Lookup CTRL + N
Open File CTRL + O
Save Lookup CTRL + S
Delete Line ALT + D

Note: A selection must
be made in the Lookup
Criteria area.
Process Lookup ALT + P
Help F1
Note: The FI key opens
the AWD Help system.
Exit ALT + F4
Lookup Results Window

The following shortcut keys are available in the Lookup Results window.
Refresh ALT + R
More ALT + M
Cancel F3
Note: The F3 key returns
you to the Lookup window.
Exit ALT + F4
History Window
The following shortcut keys are available in the History window.
Manual Comments CTRL + M
System Comments CTRL + Y

Appendix B: Revision History 109
Appendix B:
Revision History
This guide was last published on 02/08/2013. The following table describes the
most recent revisions made to each chapter or appendix.
Documentation Update Table

Revision Date Revision Reason
Chapter/Appendix
Chapter 1: Overview 6/28/2010 Updated the chapter to include basic

AWD terminology and concepts.
Chapter 2: Accessing AWD 6/28/2010 Added default password

requirements.
Chapter 3: Creating Work Objects 6/28/2010 Added Relationship Rules section.
Chapter 4: Processing Work Objects 02/08/2013 Added steps for attaching a source
file to a work object since this
shortcut option was not documented
previously.
Chapter 5: Adding Comments to a Work Not applicable Includes original content with no
Object revisions.
Chapter 6: Suspending Work Objects Not applicable Includes original content with no
revisions.
Chapter 7: AWD Lookup 6/28/2010 Added a note about the change to the
sort order when an LOB field is used
for a lookup.
Chapter 8: Viewing Sources 7/21/2010 Added a note about Content Viewer

as a separate installation.
Chapter 9: Viewing Work History 6/28/2010 Moved Viewing Work History

section from chapter 8 to its own
chapter.
Chapter 10: AWD Quality Not applicable Includes original content with no
revisions.

Revision Date Revision Reason

Chapter/Appendix
Chapter 11: Additional AWD Processing 6/28/2010 Removed Configuring the Fax
Functions Settings section as this is an
administrators task.
Appendix A: AWD Shortcut Keys 6/28/2010 Updated the appendix to reflect the
correct shortcut keys.

Glossary 111
Glossary
Admin AWDs administrative functions program. Its dialogs control the
operating parameters of AWD, including resources, data dictionary, user, and
workflow configuration.
archiving Preservation of sources on permanent media, such as optical disks,
after work is completed.
AWD Automated Work Distributor. An electronic workflow management
system. AWD facilitates and enhances the control of workflow in complex
clerical operations, both where work requests are paper-intensive and where they
are not paper-based.
AWD/Knowledge Enabler AWDs detailed process management product.
Process management uses predefined business rules to create tasks and build jobs
that will guide processors through a job flow.
BA See business area.
business area A designation for a discrete category of workflow processing
activity. A business area is a client, department, unit, or other division within an
organization that defines, assigns, and processes work. AWDs object types (that
is, source, work, and folder) and other features (for example, custom screens) are
defined for a business area as the most general level of application. A single
AWD installation can support multiple business areas.
case A work object that can be designed to route multiple transactions and
sources through the workflow system together. A case holds or contains these
transactions and sources. Cases cannot contain other cases, nor can cases contain
folders. A specific transaction can be contained in only one case.
child An AWD object that is linked to another AWD object which is at a higher
level on the hierarchy. For example, a source becomes a child object when it is
linked to a transaction.
Content Viewer The application used by AWD's browser-based products to
display and manipulate source objects. This application must be installed
separately.
container A window containing work icons. For example, the window displayed
when the process icon is selected is referred to as the Process container; the
window which displays work items during a Lookup is the Lookup container.
CSD see custom screen design.

custom screen design (CSD) A user interface which can be customized by the
client using AWDs Custom Screen Design Tool. Custom screens allow AWD
clients to create and modify screens according to their business requirements.
Fields, static text, buttons, cursor movement, and Help information are among
the parts of custom screens that are defined by the client.
dataname Used to label and classify processing information stored in the AWD
database. Every field on a custom screen or Lookup container is a dataname.
data dictionary A system for managing the AWD database, allowing AWD
clients to customize its structure, arrangement, and contents. AWDs data
dictionary features support customized creation, and management of line-of-
business index fields.
exit A provision within AWDs logic structure which integrates a client-
specified program into the processing system at a particular point. Exits allow
custom programs to execute unique or specialized functions not otherwise
provided by AWD.
folder An AWD object created to contain other objects for the purpose of
storage and retrieval. AWD supports nesting of folders within folders to a depth
of one level. Folders do not participate in work selection; they are container
objects intended to link related cases, transactions, sources, and folders.
folder type A client-defined class of folders within a business area. All folders
are instances of a folder type. When a folder is created, it inherits its security
features, custom screen association, and line-of-business links from the folder
type.
icon A graphical representation of an object, consisting of an image, an image
background, and a label.
image A document stored in digital format. Digitizing a document permits its
storage, retrieval, viewing, output (for example, printing and faxing), and its
archival rapidly and conveniently by means of AWDs advanced image
management technology.
indexing The task of analyzing objects and creating/assigning relevant work in
AWD.
Knowledge Enabler See AWD/Knowledge Enabler.
level The scope or range of application of an AWD feature or function. You can
configure many AWD functions for more than one level. In general, settings for a
more detailed level override settings at a more inclusive level. For example, a
custom screen defined at the business area level is the default screen for all
objects in that business area. A custom screen defined for a particular work type
overrides the business area default screen.
Line of business (LOB) A line-of-business system is a trade- or industry-specific
data processing system which interfaces with AWD. Line-of-business fields in
AWD incorporate data drawn from external line-of-business systems.
LOB See Line of business.

Glossary 113
Lookup The process of searching the AWD database for objects conforming to a
set of selection criteria. This term is also used to describe AWDs program for
defining, executing, and managing the results of Lookups. Lookup provides a
convenient, intuitive query criteria builder, a highly optimized query processing
engine (SQL optional), and a graphical results display.
mask Alphanumeric placeholders in AWD fields which prompt the operator to
enter a specific number of characters in a predetermined format (MMDDYY is a
typical edit mask for a date field).
object An item you work with to perform a task. Examples of objects are
folders, programs, and devices.
Object Window Display The AWD program that manages the display of images
on a workstation. Image display options include magnification, rotation,
inversion, multiple page views, scaling (sizing), sticky note, highlighting,
masking, scribble, and placement of rulers on the image.
parent An AWD object that is linked to another AWD object at a lower level in
the hierarchy. For example, a transaction becomes a parent object when it is
linked to a source.
personal queue An electronic in-basket which routes work to an individual user.
Work located in a personal queue is withheld from general work selection but has
highest priority for the queues owner.
priority The ranking of one work objects suitability for work selection relative
to other work objects. Priority is determined by such factors as business area,
work type, queue, and age.
processing Performance of that task or series of tasks whose completion fulfills
a work objects specific request. Processing usually involves accessing a line-of-
business system and entering or updating information therein.
queue The computer equivalent of a holding area where a work object awaits
selection for its next step in the workflow. The current status of a work object
determines its queue.
Quick Create The Quick Create function allows you to create specific types of
transactions, cases, and folders. Icons for Quick Create functions display in the
AWD folder.
Quick Lookup Quick Lookup allows you to use a custom screen to retrieve data
from the database. Icons for Quick Lookup functions display in the AWD folder.
security group Groups of users with different levels of access to AWD
resources (e.g., processors, supervisors, administrators).
server A computer dedicated to performing a specialized operation within a
network. Many AWD installations also include servers for fax, printing, and
reporting activities.
source An item of business-related data (often a document image) stored in
AWD. Examples include letters, forms, records of conversations, and other

business events. Sources are used to create, index, and support the processing of
work.
source type A client-defined class of sources within a business area. All sources
are instances of a source type. When a new source is created, it inherits its
security features, custom screen association, and line-of-business links from the
source type.
SQL Standard Query Language.
status The designation for a step in the workflow. Each work object is assigned
a status representing the point that it has reached in its progress through the
workflow. A work objects status determines the queue where it is placed.
suspend To withhold a work object from work selection or processing for a
specified period. For example, suspension can delay work pending further
research or the fulfillment of a required waiting period.
transaction An individual work request. For example, you could associate a
letter requesting an address change with a transaction calling for maintenance
work on a customers name-and-address file. A transaction may be associated
with any number of sourcesor with no sources at all. Conversely, a single
source may generate the creation of any number of transactions (for example, a
letter requesting several services).
workflow The process of distributing work through an organization. Typically,
workflow involves numerous sequences of stepssome of which are
conditionaloccasioned by the nature of the work or needs of the organization.
An AWD workflow commonly includes steps such as scanning, indexing,
processing, quality processing, and archiving.
work object The AWD equivalent of a work request. Work objects can be either
cases or transactions. Work objects are the only AWD objects that are routed
through the workflow.
work selection The automated process whereby the highest-priority work
objects are identified, routed, and presented for work to users with suitable work
privileges. Each user is assigned work from among a choice of AWD work
selection algorithms (calculation methods). Work selection calculations involve
such factors as the type, queue, and priority of work objects.
work step A combination of business area, work type, and status. A work step is
a particular status of a particular work type in a particular business area.
work type A client-defined class of work objects within a business area. All
work objects are instances of a work type. When a work object is created, it
inherits its security features, custom screen association, and line-of-business links
from the work type. Further, the work type specifies whether or not the work
object is a case.

Index 115
Index
button bar option 32, 75
A
actions menu
C
activate option 54 canned comments
exit option 32 reusing 46
expand down option 32, 58 saving 45
Get Work option 32 using 45
lock option 32 canned lookups 65, 67
multiprint option 32 cloning 67
mutlitfax option 32 deleting 68
personal queue option 32 reusing 67
print item option 32 using 65
suspend option 54 Case Print option 59
unlock option 32 cases 10
unsuspend option 54 comments 43
Actions menu duplicating 26
Case Print 59 suspending 51
activate change queue
button 54 option 39
option 54 clear all
add button 78 icon 48
add comments clear All
button 43 option 48
option 43 clear button 22, 26, 28
ascending option 56, 64, 75, 78 clone option 27
attach comments 43
document 37 adding 43
source file 37 canned 45
AWD - Comments copy from another application 48
window 88 copy from history window 44
AWD - quality window editing text 47
status bar 83 removing text 48
AWD - Quality window Comments
menu bar 83 on fax cover sheet 90, 98
AWD process window 33 copy
AWD/Fax - Group Select dialog box comments from history window 44
95 create button 21, 24, 26
AWD/Fax Manual dialog box 92 create folder, function 25
AWD/Fax - Phone Book create source function 29
dialog box 93 create work
AWD/Fax - Phonebook Edit dialog box function 21
94 CSD tool 19
AWD/Fax - Send Fax dialog box 90, custom screen 19
92, 96 menus 19
AWD/Knowledge Enabler history
option 47, 74 D
B data field values, restricting 36
day N/A icon 85
break relationship option 30 delete

button 68 H
Delete
button 87 help menu
delete lookup help topics option 75
option 68 history
Delete Lookup log 75
dialog box 68 option 73
descending option 56, 64, 75, 78 window
document displaying comments 43
attach 37 displaying fields 77
sorting fields 78
E L
edit menu
clear all option 48 line-of-business 81
find option 48 option 36
exit option 32, 74 lock option 32
expand down option 32, 58 logging off 18
logging on
changing password 16
F procedure 15
Fax option 89 logon dialog box 16
faxes lookup
sending 89 button 70
Field Selection Criteria dialog box 61 function 29
fields option 75, 77 saving 66
file menu searching for objects 60
delete lookup option 68 lookup menu bar 55
exit option 74, 79 Lookup Open dialog box 67
open option 46 lookup results
save as option 45 menu bar 58
File menu lookup results window 57
Add Comments option 43 Lookup Save As dialog box 66
file new icon 60 lookups, canned See canned lookups
file open icon 46, 67
file save icon 66 M
find
icon 48 Manual
option 48 button 90, 92, 97
folders 9 manual comments option 46, 74
creating 25 menu
duplicating 26 actions 58
functions menus
create folder 25 file 56
create source 29 help 56, 59
create work 21 options 56, 59
lookup 29 type 56
Print 101 view 56, 59
quick create 22 multifax option 32
multiprint option 32
G N
get work
option 32 next day icon 85
Group button 95
O
open

Index 117
option 46 R
options menu
ascending option 56 refresh
button bar option 75 option 75
descending option 56 remove button 78
icons 33 restricting data field values 36
toolbar option 75 review day not applicable option 85
outbound fax status 91 reviewed next day option 85
P S
parent-child relationships same day tool 85
breaking 29 save as
creating 28 option 45
pass item option 85 Save As
password 15, 16 dialog box 45
changing 16 save button 66
personal queue saving a lookup 66
option 32 secondary tag line 34
Personal Queue selection set 65
window 34 shortcut menus 71
personal queues 34 show batch IDs option 47, 74
notification 35 sort menu
window 34 ascending option 64
menu 31, 32 descending option 64
Phone Book sort option 75
adding names 94 source option 60, 71
building 92, 93 sources 10, 55
button 90, 97 comments 43
entering information 92 copying text from another source 25
types 92 duplicating 26
pop-up menus See shortcut menus printing 101
Print suspend
function 101 option 53, 54
print item option 32 system comments option 46, 74
Print Setup dialog box 101
process T
window 39 toolbar
menu 31, 32 option 32, 75
processing work objects 31 transactions 10
comments 43
Q duplicating 26
Quality History suspending 51
option 87
window 86, 87 U
quality review 81 undo option 47
history 86 unlock option 32
quality reviewing 84 unsuspend
query See lookup button 54
queues 39, 51 option 54
quick create function 22 update button 36
quick lookup user ID 15
performing 69 logon dialog box 15, 16
window 69
quick Lookup
function 69

V W
view menu windows
ascending option 75, 78 lookup results 57
AWD/Knowledge Enabler history personal queues 34
option 47, 74 process 33
button bar option 32 quick lookup 69
descending option 75, 78 work item menu
fields option 75, 77 Pass Item option 85
manual comments option 46, 74 review day not applicable option 85
refresh option 75 reviewed next day option 85
show batch IDs option 47, 74 work objects 55, 73, 79
sort option 75 activating 54
source option 71 approving 81
system comments option 46, 74 comments 43
toolbar option 32 duplicating 26
View menu suspending 51
Quality History option 87 workflow 11
viewing sources 71

AWDVS351 Proc

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AWD Viewstation 3.5.

2013, DST Technologies, Inc. All rights reserved.

Chapter 1: Overview ................................................................................................... 9

Chapter 2: Accessing AWD ..................................................................................... 15

Chapter 3: Creating Work Objects .......................................................................... 19

Chapter 4: Processing Work Objects ..................................................................... 31

Chapter 5: Adding Comments to a Work Object ................................................... 41

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Creating Canned Comments ..............................................................................................45

Chapter 6: Suspending Work Objects .....................................................................51

Chapter 7: AWD Lookup ...........................................................................................55

Chapter 8: Viewing Sources .....................................................................................71

Chapter 9: Viewing Work History ............................................................................73

Chapter 10: AWD Quality ..........................................................................................81

Chapter 11: Additional AWD Processing Functions .............................................89

Appendix A: AWD Shortcut Keys ..........................................................................105

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Work Object Custom Screen .......................................................................................... 106

Appendix B: Revision History ............................................................................... 109

Glossary .................................................................................................................. 111

Index ........................................................................................................................ 115

Copyright 2013 DST Technologies, Inc.

Copyright 2013 DST Technologies, Inc.

About This Guide

Using This Guide

ProcedureThis icon appears at the beginning of procedures.

Cross-referenceThis icon appears when there is a reference to another

Locating More Information

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Submitting Documentation Comments

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Basic AWD Hierarchy

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Transactions These represent a single business event such as the creation of a

They can be the child of one or more folders.

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Figure 1. Basic AWD workflow

Copyright 2013 DST Technologies, Inc.

Copyright 2013 DST Technologies, Inc.

Viewstation 3.5.1 Icons

AWD Logon AWD Exit (Logoff)

Lookup Quick Lookup

Create Source Create Work

Create Folder Process

Fax Status Personal Queue

Admin CSD Tool

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AWD/Knowledge Enabler Batch Reports

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Figure 2. AWD Logon window

2. Type your assigned user ID in the Userid box.

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4. Click OK. The AWD Main window appears.

Figure 3. AWD Main window

Note: AWD automatically disables your user ID after a specific number of

Changing Your Password

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Figure 4. Change Password dialog box

5. Type your new password in the New Password box.

Figure 5. Password Expired dialog box

To create a new password after expiration

Copyright 2013 DST Technologies, Inc.

Logging Off AWD