Creating a Simple Route

A simple route has one or more users, each with the same route action (for example, Approval, Comment, or Notify Only) and the same due date. For example you might use a simple route for a document that needs approval by three people on a certain date.

If you need a route in which multiple users have different route actions with different due dates, see Creating a Route Using a Wizard.

Before you begin: If basing the route on a template, see Working with Route Templates.
Related Topics
About Creating a Route

  1. From the global toolbar, click > Routes > Create Simple Route.



    The system automatically names the route by assigning a prefix and a sequential number for the name, such as R-000305.

  2. Enter these details:

    Field Name Description
    Instructions Explanation to the task assignees.
    Action What you want all Route Task Recipients to perform. The action does not affect the person's access to the route's content:
    • Approve. If you choose Approve as the action, the task recipient must choose an approval status: Approve, Reject, or Abstain. If the task assignee chooses Approve or Abstain and then completes the task, the route continues as usual. If the task assignee chooses Reject and then completes the task, the route is stopped and the route creator is notified.
    • Comment. If you choose these options as the action, the recipients must enter a comment before completing the task.
    • Notify Only. If you choose this option, the task is automatically completed without the recipient taking any actions.

    The action also affects the options presented when the person completes the task.
    Due Date Click the calendar and selecting a date. For instructions on using the calendar, see Entering Dates Using the Calendar.
    Start Route Immediately Click the check box if you want the route to start automatically when you finish defining it on this page.

  3. In the Route Task Recipients section, add members to the route.

    You can search for role, groups, people, or member lists. If you add a member list, each person in the member list is added to the route. If the scope of the route is a workspace or project space, you can add route members outside the scope, but only those members who are within the scope will have access to the route content.

    1. Click one of the following buttons: Add Role, Add Group, Add People, or Add Member List.
    2. Enter search criteria and click Search. For help entering criteria, click on the Search page.

      All members who meet the criteria you entered are shown. The check box for those already added to the route is grayed.

    3. Check the members you want to add.
    4. Click Done.

      The members you chose are added to the Route Task Recipients display box.

  4. To view the details of a selected route member:

    1. Highlight the member name in the Route Task Recipients display box.
    2. Click Properties.

  5. To remove any members that you do not want:

    1. Highlight the members you want to remove from the route.
    2. Click Remove

  6. Click Add Content. See Adding Content to a Route.

  7. Click Done.