ALIM Web Help

To Create a Distribution Order Using a Wizard

In order to create a distribution order using a wizard, documents must be selected from your Basket. The wizard directs the user through options for creating a distribution order, in ALIM Web.

Note: To create a distribution order, you must have the New Object Instances permission enabled on the Distribution Order object, in AssetWise Director. For more information, see the AssetWise Implementation Guide.

To create a distribution order using the Create new card, see To Create a Distribution Order Using the Create New Card.

Follow these steps to create a distribution order, using a wizard.

  1. Select the Home icon, and then from the Navigation pane, do one of the following:

    Select Distribution from the list, and then Distribute documents from Basket

    or

    Select Basket from the list, and then select the document(s) in your Basket that you want to include in the distribution order. For example,

    and then from the Actions menu, select Distribute documents

    The Distribution wizard page appears. For example,
  2. Select a method for distributing the documents. Your options are:
    • Use related distribution lists
    • People on specified distribution lists
    • Select people by name
    • All people in the Basket
  3. Click Next.
  4. If you selected Use related distribution lists in the Distribution Wizard Step 1 of 2, then the wizard advances to the next page, for example,
    1. Select an Order template.
    2. You can modify Reason, Type, Quantity, and Date to return for example.
    3. Select the appropriate notifications. Your choices are: Include child documents, Include change notices, Commit this transmittal, and Create transmittal cover sheet(s)
    4. When you are finished, click Finish
    5. Go to Step 8.
  5. If you selected People on specified distribution lists in Step 1 of 2, then the wizard advances to the next page. For example,
    1. If there is one or more distribution list in the selected distribution lists, you can select any of them.
    2. You can search Associate a new distribution list, and then click Add. The distribution list is added to the Selected distribution list list.
    3. Select each distribution list from the Selected distribution list list, to which you want to distribute.
    4. When you are finished, click Next. The wizard advances to the next page.
    5. Select an Order template from which to base this distribution order.
    6. You can edit the options such as Reason, Type, Quantity, and Date to return, for example.
    7. When you are finished, click Finish
    8. Go to Step 8.
  6. If you selected Select people by name in Step 1 of 2, then the wizard advances to the next page. For example,
    1. If there is already one or more person(s) in the Deliver to list, you can select any of them.
    2. You can remove people to deliver to, by selecting the person(s) in the Deliver to list, and then click Remove.
    3. You can search Associate more persons to the list above, and then click Add. The person is added to the Deliver to list.
    4. If you want to save the added person(s) to a list for future use, click Save List.
    5. Select each person from the Deliver to list, to which you want to distribute.
    6. When you are finished, click Next. The wizard advances to the next page.
    7. Select an Order template.
    8. You can modify Reason, Type, Quantity, and Date to return, for example.
    9. Select the appropriate notifications. Your choices are: Include child documents, Include change notices, Commit this transmittal, and Create transmittal cover sheet(s).
    10. When you are finished, click Finish.
    11. Go to Step 8.
  7. If you selected All people in the Basket in the Distribution Wizard Step 1 of 2, then the distribution order is sent to each person that appears in your Basket. When you are finished, click Finish.
  8. The Distribution page appears.
  9. You can select Edit from the Actions menu, if you want to edit properties of the Distribution Order.
  10. You can Add a Distribution Item to the distribution order, providing the Distribution Order has not yet been approved.

    When you are finished, click Relate.

    The selection is added to the distribution order.

  11. When you are finished, click Save.
Parent topic: Creating a Distribution Orders