Create or modify a queue policy

Each work queue can have one policy. If you associated an override policy with a document being routed in the workflow, the system uses the override policy rather than the work queue policy for that item.

Users with the queue_admin role can create or modify queue policies.

To create or modify a work queue policy:

  1. Navigate to Administration > Work Queue Management > Policies > Work Queue Policies.

  2. Navigate to the category where you want to either locate a new policy or edit an existing one.

  3. Do one of these:

    • To create a new policy, select File > New > Work Queue Policy.

    • To edit an existing policy, select the policy, and then select View > Properties > Info.

      You may edit the properties of a policy, but the policy name remains a read-only field. To rename the policy, you must delete the existing policy, and recreate the same policy with the new name.

  4. Type a name for the policy.

  5. Define these settings:

    • Threshold

      The number of unfinished tasks in the queue at which notifications are sent to the queue manager warning that the number of tasks in the queue is high. Notifications are triggered when the server runs the dm_QmThresholdNotification job.

      The queue managers group is specified in the queue definition, and defines who receives the notifications.

    • Max Priority

      When a task in the work queue reaches this level, notifications are sent to the queue managers group warning that there is an important task not being processed. Notifications are triggered when the server runs the dm_QmPriorityNotification job.

    • Initial Priority

      The level of importance that is assigned to a newly created task when the work queue uses this policy. When a task remains in the queue without being worked on, the system adds the number specified in the Increment Priority field to this initial number each time the dm_QmPriorityAging job runs.

    • Increment Priority

      The value by which the system increments the priority level of tasks that are still in the queue each time the system runs the dm_QmPriorityAging job. It is added to the initial priority each time that the aging job runs.

    • Calculate priorities dynamically

      To use a priority module to set the initial priority, and increase its priority when the aging job runs, select the checkbox, and choose a priority module from the list-box. Set dynamic priority and aging logic for tasks provides more information on priority modules.

    • Percent Quality Check

      The percent used to randomly decide if the work item must be routed to another processor for a quality assurance check. The Queue Task Rework Decision in Process Builder uses the percent quality check setting to determine if the work item is routed for quality check.

  6. Click OK.

To delete a work queue policy:

  1. Select the queue policy to delete.

  2. Select File > Delete.

    If the policy is in use, and is referenced by other work queues or work items, the system will not delete the work queue policy.

  3. Click OK.