Slipstream Illustrated Tour

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15. Allocating an Item

Allocating an Item

By now, we have scanned our documents, created our Ministerial Item and drafted a response. The next step is to progress the item through the workflow. From the Edit window, the user hits the Allocate toolbar button.

Here we Allocate the Next Task and the Next Officer. At the top of the Next Task list will be the most appropriate task given the item and its current place in the workflow. You can choose that task, or any of the other allowable tasks shown. Each task has a default officer. You can accept the default, or choose any other officer from the directory.