Add Tasks and Routes
Add Tasks and RoutesECs and Info Trackers may require the addition of Tasks.
During EC creation, Route Templates may be added at any lifecycle state to automatically generate a route that must be completed for EC promotion.
On the Lifecycle page, Approvals/Tasks tab, the Owner/Originator may:
Add Task for an individual to complete in the selected lifecycle state, or
Add from Template to add a Route based on an existing Route Templates to the selected lifecycle state.
On the Routes page, the Owner/Originator may:
Create Simple Route to assign a Task for an individual to complete at a selected lifecycle state, or
Use the Create Route Wizard to create a complex Route with multiple assignees and/or to be able to set more Route Properties.
The Lifecycle page, Approvals/Tasks tab, offers two options for managing work flows.
During Task/Route creation, the user may select to apply the new Task/Route to any ongoing or future lifecycle state.
Add Task
Add from Template
Add Task:
Click the
left 
button on the Approvals/Tasks
tab of the EC or Info Tracker Lifecycle
page.
The Add Approvers window displays.
Apply settings or enter information in the required fields:
State: Select the Lifecycle state to initiate the Task.
Action: Select the action required of the assignee
Approve: Assignee may Approve Reject or Abstain Task, while providing a Comment
Comment: Assignee must Complete Task while providing a Comment
Notify: Assignee is not required to take any action.
Approver:
Click browse/choose 
to select the Task Assignee.
Title: Enter a name for the Task.
Instructions: Enter directions for the Task Assignee.
Due Date: Use the form fields to set the date the Task is required to be complete.
Click Done to create the Task and close the window (click Apply to create the Task and leave the window open to create more Tasks).
Click the right button on the Approvals/Tasks
tab of the EC or Info Tracker Lifecycle
page.
The Add Route Template window displays.
Click next to the field for the Lifecycle state in which you wish
to add the Route.
The Search window displays with a default Type of Route Template, displaying all system route templates.
Enter search criteria for the Name of the Route Template.
You may use the wild cards, " * " with search criteria, to view a narrower list of Route Templates.
Click 
.
Use the radio buttons 
to select a Route Template.
Click Submit.
The selected Route Template is displayed in the appropriate field of the Add Route Template window.
You may repeat these steps for other lifecycle states.
Click Done.
The new Route is displayed for the appropriate state on the Approvals/Tasks tab of the Lifecycle page.
The Route automatically starts if the Route was created for the current lifecycle state and if no Task assignments are required.
If the Route Status column of the new route for the current lifecycle state displays Not Started, role based Task Assignees require that the Owner/Originator Assign Route Tasks to individuals with the role in order to manually start the Route.
The Routes tab, on the Lifecycle page, 
menu, offers three options for adding work
flows.
During Task/Route creation, the user may select to apply the new Task/Route to any ongoing or future lifecycle state.
The Create Route Wizard includes the context EC or Info Tracker on the Step 1 of 4: Specify Details page, under Content.
The State Condition drop down menu under Content sets the lifecycle state of the context object for the route you are creating.
For the Start Route field, only select Upon Wizard Completion when creating a Route for the current lifecycle state.
For a future lifecycle state, set to Start Route Manually. Routes start automatically when the object reaches the appropriate state.
The Create Simple Route window includes the context EC or Info Tracker under Content.
The State Condition drop down menu under Content sets the lifecycle state of the context object for the route you are creating.
Under Route Details, only check Start Route Immediately when creating a Route for the current lifecycle state.
For a future lifecycle state, routes start automatically when the object reaches the appropriate state.
Manage Route Approvals
The Manage Route Approvals window allows the user to view and remove existing routes at the various lifecycle states, and provides the same functionality as the Add from Template button on the Tasks tab.