When creating your list of routees, consider the following:
- Which individuals or riles do you want to include in your route?
- Will the route include any ATC workflow scripts?
- Should the role (if using roles) be limited to those contacts also matching the Source Contact?
- Will the routing be sequential (first one routee then the next, and so on) or parallel (multiple routees at the same time) or a mixture of both?
- What access level should the routees who normally have read-only access be granted: View or Collaborate?
- What routing status (Pending, Pending Any, CC’d) should each routee be granted?
- Do you want the route due date to be set automatically, based upon when the route is triggered?
- Should any routees get transmittals and be noted in the transmittal log report?
- Should routees who are duplicated on the route appear only once?
- Should any of the routees become the new “e-mail from” person for subsequent routees?
When creating your list of rule criteria, you’ll need to determine if the following conditions should be considered for the predefined route:
- Specific Doc Types?
- A specific document subtype?
- A specific Source Contact (Customer or Vendor)?
- A specific Responsible Party?
- A specific project or only documents on a project with no Project ID or only documents on a project with a Project ID?
- A specific project subtype?
- A specific reference or global reference?
- A specific document priority?
- A specific document status?
- A specific company division?
- Values over or under a set amount?