Prohibit sending documents from one stage to any stage other than the specified stage

To allow an Operator to send documents to the Exceptions stage, simply include this stage in the routing schema on the Workflow tab of the Project Properties dialog box (click Project → Project Properties...) or on the Workflow tab of the Batch Type Properties dialog box (click Project → Batch Types..., select the desired batch type, and click Edit...).

Use the Advanced routing schema. First, open the properties of stage A and select the item that allows sending documents to the Rescanning stage:

1. For batches of the Default type, click Project → Project Properties... For other batch types:
• Click Project → Batch Types...
• Select the batch type which you want to make accessible or inaccessible
• Click Edit...
2. Click the Workflow tab.
3. In the Schema field, select Advanced.
4. From the list, select the stage from which documents should be sent.
5. Click Edit....
6. In the Workflow Stage Properties dialog box, click the Exit Routes tab.
7. Select the Allow operator to send tasks to rescanning stage item.
8. Click OK to save the changes.

Now you need to prohibit an Operator from sending documents to any stage. Create an appropriate role and assign it to the Operator in the Administration and Monitoring Console:

1. Click Project → Project Properties...
2. Click the User Roles tab.
3. Click New...
4. Provide a name for the role in the corresponding field.
5. Clear the Send tasks to any available stage item. Clear or select any other items depending on which permissions you need to grant to the Operator.
6. Click OK to save the changes.
7. Assign the role to the Operator for the corresponding batch type in the Administration and Monitoring Console.

In this case you need to create a role that is not permitted to send documents to any stage. Next, in the properties of stage A explicitly allow the Operator to send documents to stage B.

To prohibit the Operator from sending documents to any stage, create an appropriate role and assign it to the Operator in the Administration and Monitoring Console:

1. Click Project → Project Properties...
2. Click the User Roles tab.
3. Click New...
4. Provide a name for the role in the corresponding field.
5. Clear the Send tasks to any available stage item. Clear or select any other items depending on which permissions you need to grant to the Operator.
6. Click OK to save the changes.
7. Assign the role to the Operator for the corresponding batch type in the Administration and Monitoring Console.

To allow the Operator to send documents to stage B:

1. For batches of the Default type, click Project → Project Properties... For other batch types:
• Click Project → Batch Types...
• Select the batch type which you want to make accessible or inaccessible
• Click Edit...
2. Click the Workflow tab.
3. In the Schema field, select Advanced.
4. From the list, select stage A, from which documents should be sent.
5. Click Edit...
6. In the Workflow Stage Properties dialog box, click the Exit Routes tab.
7. Add the stage by clicking the Stage... button or select the name of the stage from the list and click Edit...
8. In the Next Stage dialog box, select the Allow operator to send tasks to this stage item.
9. Click OK to save the changes to the sending options.
10. Click OK to save the changes to stage A.

Note: If the Create task option is not selected when a document is sent by the Operator, the conditions for entering stage B will be checked. If these conditions are not met, the document will be sent to the stage following stage A in the routing schema.