To set up your first work queue, you perform these procedures in the order listed here:
Create the users, and groups that you will be using to process the work queues.
The chapter on user management provides more details on setting up users, and groups.
Set up work assignment matching.
Set up work assignment matching provides detailed information on work assignment matching.
Create the queue policies you will need for the queue.
Work queue policies provides more specifics on queue policies.
Create the queue categories.
Define a queue category explains how to create queue categories.
Create the work queue.
Define a work queue provides more specifics on defining work queues.
Create override policies.
Define work queue override policies explains the optional step of defining override policies for work queue policies.
Create the process templates used for the work queue in Process Builder.
When a work queue is the performer for a task, the check box to delegate the activity’s work to someone else must be selected in the activity definition.
Procedures to define process templates are found in the Documentum Process Builder User Guide.