Define work queue override policies

A work queue override policy allows the priority, and aging of a task to be controlled based on the document properties, and lifecycle. Override policies can be used when different document types with different processing needs are routed through the workflow. For example, applications for different types of loan products might have different priorities, and different aging requirements.

To use override policies, when you apply a lifecycle to the document, you define the alias set %wq_doc_profile to the override policy that you want the system to apply to the document. If there is no override policy associated with the document, the system uses the policy associated with the work queue to set the properties of the work item.

Users with the queue_admin role can create or modify queue override policies.

To create or modify a work queue override policy:

  1. Navigate to Administration > Work Queue Management > Policies > Override Policies.

  2. Do one of these:

    • To create a new override policy, select File > New > Work Queue Override Policy.

    • To edit an existing override policy, select the override policy, and then select View > Properties > Info.

  3. If creating a new policy, type a name for the override policy.

    Once the override policy has been saved, the name field becomes read-only.

  4. Click Add to view the Work Queue Policy Assignment page, where you can select a work queue, and policy.

  5. Select the queue, and policy names to use as your override policies.

  6. Click OK.

  7. To remove a work queue override policy, select it, and click Remove.

  8. Click OK.