While you can scan a file from a case, a person, or an organization, there may be a situation where you need to scan a file for a caseworker to handle later.
The work items feature lets you bypass the connections requirement and scan a file from the user overview page (blue header) that appears when you first log in. You won't need to add connections; you'll just route the file to the worker as a work item.
Content you route to a worker will appear in their list of work items. That worker will later need to connect the content item to a case, a person, or an organization to mark the work item as complete.
Once you submit a scanned file, it becomes a content item, and you cannot edit it.
To route a scanned file to a worker
Click the Add button.
Click Scan.
The scan page appears.Click Begin Scanning to begin the scan process.
From the right-hand panel, use the pencil and date icons to select a content type and date and create a work item* for this scan. You can add any connections** if available.
*Some content types may have been configured by your agency to have work items with default values. As a result, switching the content type could replace the work item that exists in the right-hand panel.
**Sometimes agencies want all content to be routed to workers as work items. If this requirement restricts your submission, you can check the Don't require work item box and add a connection.Optional - To rotate a page, hover over it and click the left or right arrows.
Optional - To zoom in to a page, hover over it and click the magnifying glass icon.
Optional - To delete a page, hover over it and click the garbage can icon.
Optional - To reorder scanned pages, click and drag the desired pages.
Click Submit Content Item.
The content item submits, and you have the option to scan another file. Traverse starts processing the file as soon as you submit it, but you may have to wait a moment before you can view it.