Custom Batch Processing allows staff to configure unique and customized workflow processes. You can create custom batch processes to streamline your workflow in the Aeon Customization Manager under the Batch Processing tab. Choose one or several Starting Statuses, select an End Status, and save the Batch Process. Custom Batch Processes are displayed in the Aeon Desktop Client below the standard Batch Processes on the Process icon found in the Home ribbon.
Note: Request and activity processing functionality is currently only supported in the Aeon Desktop Client and cannot be performed from the Aeon Web Client.
Creating Custom Batch Processes
To create a new custom batch process in the Aeon Customization Manager:
- Click on the Batch Processing tab and select New from Editing Options.
- Choose a Name for your new custom batch process.
- Choose the starting statuses that you want to include in the custom batch process. Note that when you select a starting status, all statuses that are not within that queue type are rendered inactive.
- Select the end status that you want the item to be routed to as a result of the batch processing. Statuses within this drop-down are limited to those statuses sharing the queue type of the selected starting statuses.
- Save your changes in the Customization Manager.
All new custom batch processes will now display in the Aeon Desktop Client on the Process icon of the Home ribbon.