Starting or Resuming a Route

When using the Route wizard to create a route, you have the option of starting it immediately or waiting to start it later. If you created a route but did not start it, you can edit it as needed and start it when ready. Routes that you create but do not start have a state of Not Started. Once started, the route state is Started. Only the route owner can start the route.

If there are members in the route who are not assigned a task, the application removes them from the route when you start it.

When you start a sub-route, the system makes sure none of the task due dates are later than the parent task's due date. If they are, you must make the due dates earlier.

Before you begin: Locate the route you want to start. See Routes Page.

  1. Check the route you want to start.

  2. Select Start Route or Resume Route from the page Actions menu or toolbar.

    The system changes the route to the Started state and creates each task that has an order number of 1. The task recipients will see the task listed in their tasks list and they will receive notification that the task is pending. If the task is assigned to a group or role, all people assigned to the group or role receive the notification and can access the task. If you receive a message that says no persons were notified, there were no people assigned to the group or role who have Read access to the route content. You should assign the task to someone else. See Route Task Properties.

    When all tasks are completed, the system changes the route status to Finished and notifies you that the route is complete. If your system is configured so a document can only be in one route at a time, it is important to remove files from a route when the route is finished so the document can be routed and edited as needed. See Processing Completed Routes. If a person chooses Reject for the approval status (approval status is only available if the task action is Approve), then the route is stopped and the system notifies you via email and IconMail. The system does not route the files to anyone else unless you resume the route. See Processing Rejected or Stopped Routes.