Checking Distribution Status

Inbound Documents

The Inbound Documents tab will display all documents that are queued up for processing through Output Manager.

Inbound Documents

The top section displays a grid with general information about the document(s) being processed. Double-click a record to display the document in the document viewer, or its default viewer if it is not a TIFF or PDF.

1. Document ID - The DocLink document ID.
2. Document - The name of the document type.
3. Queued - The date/time the document was set for processing through Output Manager.
4. Triggered - A checkmark in this column indicates the trigger for the document being routed has been updated (i.e., based on a workflow status or property value) and the document is released for processing through Output Manager. Refer to the optional condition 'is ready for distribution' for more information.

Properties

The Properties section provides information on the selected document in the top section grid.

1. Details - Detailed information on the current status of the documents being processed.
2. Routing Lists - Information about the routing list(s) associated with the highlighted record in the Inbound Documents grid.
   1. Routing List - The name of the routing list.
   2. Rule - Identifies if there are optional conditions set on the routing list. Yes/No.
   3. Process - Identifies whether the rule evaluation succeeded or failed.
   4. Days Remaining - The number of processing days remaining based on the number of retry days defined for the routing list and the queued date.
3. Recipients - Information about the recipient(s) associated with the highlighted record in the Inbound Documents grid.
   1. Recipient - The name of the recipient.
   2. Rule - Identifies if there are optional conditions set on the recipient. Yes/No.

Batches

When a document is routed it is placed in a batch for distribution. A distribution record is then created for each batch and the record will a status of Scheduled. The status is updated when the document is routed.

Batches

The top section displays general information on batches that are processing and have processed through Output Manager.

1. Scheduled - The date a batch enters the output manager inbound queue for processing.
2. Recipient - The name of the recipient the batch is being sent to.
3. Batch ID - Batch number for all grouped items in the batch. This is listed on the Output Manager History tab of the document viewer in Smart Client. Only uses with the assigned role permission will be able to see this information.
4. Status - The current status of the batch. (Scheduled/Completed/Failed).
5. Delivery Address - The destination of the batch. Can be email address, fax number, printer, or physical location as set up on the Recipient Configuration.
6. Item Count - The number of items in the batch.

Properties

The Properties section displays detailed information for the selected batch in the top section grid.

1. Documents - Detailed batch, processing, and error information for the selected batch grid.
2. Batch Items - Lists information on the documents contained in the batch. Double-click a record to display the document in the document viewer, or the documents default viewer if it is not a TIFF or PDF.

If a document is being routed via Fax, the status will change to "Completed" if Output Manager can successfully hand the document to the configured fax server. The Server Status value in the Properties section will take over to display the status of the document on the fax server. The server status will change when the fax is successfully sent, scheduled, delayed, or errors. If routing fails on the fax server a status of "Failed" will be displayed for both statuses. It is very important that if a scheduled fax batch fails, the administrator should resend the document from the Batches screen in Service Monitor. If it is resent from the fax server, the fax application creates a new record and the record in Output Manager never gets updated. To avoid this always resend from Output Manager.

Batch Items

When a document is routed and placed in a batch for distribution, the item(s) will be listed in the Batch Items grid. If the item has supplemental documents, they will be added to batch and listed with the master document. External documents or file attachments will not be displayed. Click on the plus sign to expand the grid line to list the supplemental documents. Click on it a second time to collapse the list.

1. Batch ID - Batch number for all grouped items in the batch. This is listed on the Output Manager History tab of the document viewer in Smart Client. Only uses with the assigned role permission will be able to see this information.
2. Document ID - The DocLink document ID.
3. Document Type - The DocLink document type.
4. Status - The current status of the batch. (Scheduled/Completed/Failed).
5. Type - The type of document in the batch. (Master Document, Supplemental Document, External Document, File Attachment).
6. Recipient - The name of the recipient the batch is being sent to.
7. Delivery Address - The destination of the batch. Can be email address, fax number, printer, or physical location as set up on the Recipient Configuration.
8. Date Sent - The send date of the batch.
9. Created - The date the batch was initially created.
10. File Path - The name of the document being sent. This is defined by the file name template option on the Output Tab of the Routing List Configuration screen. If no file name template is configured, the output file path will be the system-generated name, typically containing the Batch ID and Document ID.
    1. External Document - This can be the physical location or defined file name. A file name template can be created on the External Document dialog.
    2. File Attachment - This will be the physical location of the document.

Properties

The Properties Details section provides a list view of the highlighted batch in the grid.

1. Batch Items Details - Provides detailed information on the batch items highlighted.
   1. Recipient - The name of the recipient.
   2. Routing List - The name of the routing list.
   3. Document ID - The DocLink document ID.
   4. File Path - The name of the document being sent. This is defined by the file name template option on the Output Tab of the Routing List Configuration screen.
   5. Days Remaining - The number of processing days remaining based on the number of retry days defined for the routing list and the queued date.
2. Recipient - The name of the recipient the batch is being sent to.
3. Batch ID - Batch number for all grouped items in the batch. This is listed on the Output Manager History tab of the document viewer in Smart Client. Only uses with the assigned role permission will be able to see this information.
4. Status - The current status of the batch. (Scheduled/Completed/Failed).
5. Delivery Address - The destination of the batch. Can be email address, fax number, printer, or physical location as set up on the Recipient Configuration.
6. Item Count - The number of items in the batch.