15.1.1 Creating new Items

To create a new Item and send it to the next worker:

1. In the tab for the appropriate category in the New Item window, click the link to the type of Item that you wish to create.

   The Item window is displayed.

2. Enter the required information for the Item.

3. Click the button to send the Item.

   The Select Destination dialog box is displayed.

4. Click the User name link, and then specify a user who has the official authority to execute the next processing.

   The default send destination user is the user who holds the appropriate official authority and who belongs to the same group (or a superior group) as the user who sends the Item.

   To send to a user other than the displayed default user, specify the appropriate user.

5. Click the Edit Mail button.

   The Edit of Notification Mail dialog box is displayed.

   Edit the email subject line and body text to notify the recipient of the Item's arrival.

   If you do not wish to send an email, select the Mail is not transmitted check box on the Select Destination dialog box, and then skip steps 5 and 6.

6. Click the Add button.

   The Edit of Notification Mail dialog box closes and the edited email is registered.

7. Click the OK button.

   The Select Destination dialog box and the Item window close, and the Item is sent to the user specified as the send destination.

   The sent Item is displayed in the outbox.

   If the setting for sending out a notification when an Item arrives is enabled, an email is sent to the destination user. If a substitute has been specified for the user who has been set to receive the Item and also an email notification has been set to be sent to that substitute in the Server Setup dialog box, then an email will also be sent to the substitute.

   For details about specifying a substitute, see 15.2.2 Specifying a substitute. For details about setting a substitute to be notified by email about an Item, see 7.3.5 Setting Mail Notification Information.

   Note that you must click the Save button to save an Item while it is being created. The saved Item appears in the Outbox. At this time, the Item status becomes Creating.

Notes

• When an Item is sent, an email notification might be sent depending on whether an email address was registered in the user management information. If there is no registered email address for the user set as the email send destination, the email is not sent. If no email address has been registered for the Item handler (email sender), the email address specified for Sender's e-mail address in the Server Setup dialog box is used as the sender's email address.

• If a substitute for an Item is to be notified by email, the email address of the user set as the Item's substitute must be registered as user information.

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