Adding and Editing Predefined Routes

The creation of a predefined route consists on three major steps:

• Naming the route
• Adding routees
• Adding rule criteria

To create a new predefined route:

1. In Manage |  Route List, click Add a Route.
2. Enter a Route Name.
3. Accept the row.
4. Click Select to access the Details for Selected Row and Rules for Selected Row parts.
5. Under Details for Selected Row, click Add a Route stop.
6. Look up a User or Role.
7. Complete the remaining fields as necessary.
8. Accept the row.
9. Repeat steps 5 to 8 if necessary.
10. Under Rules for Selected Route. click Add a Rule.
11. Complete the fields as necessary.
12. Accept the row.
13. Repeat steps 10 to 12.
14. Save the Routes tool.

To edit a route on the Route List:

1. From Manage | Routes, click Edit this Route.
2. When the screen refreshes, you can change the Route Name, Purpose, or change the Active setting.

To delete a route on the Route List:

From Manage | Routes, click Delete.

Note: Since the Delete icon does not appear for predefined routes with rules, you must delete the rules first.

To edit or delete the Details for a Selected Row or Rules for a Selected Row:

1. From the Route List, click Select.
2. When the screen refreshes, locate the row, and click Edit or Delete.