Create a Route Template
Create a Route TemplateNavigate to a project Route Templates page (only a project owner or lead can create route templates for a project),
or
Select Collaboration and Approvals App > Routes > Route Templates.
The Route Templates page displays.
Click Actions > Create New on the page tool bar.
On the project Route Templates page, only project owners and leads will see Create New.
The Step 1 of 4: Specify Details window displays.
Enter required fields:
|
Field |
Description |
|
Name |
Enter a name for the route. Check AutoName to let the system name the route. |
|
Description |
Enter a meaningful Description for the route template. |
|
Access |
Select Personal or Projects / Organizations:
|
|
Route Base Purpose |
Route Base Purpose determines the types of tasks in the route:
|
|
Route Task Edits |
Select the editing ability for the route owner:
|
|
Select the action taken when the route completes:
|
Click Next.
The Step 2 of 4: Select Route Template Assignees window displays.
Click 
on the page tool bar.
Select Add People.
Other options include Add People by Project, Add Role, Add Group, and Add Member List.
Search for and select a person and click Done in the Select People window.
Repeat to add more people.
Set each person's route access using the Access column pull down list.
This access level is for the route only and not for the content. Groups and roles are added to the route with Read access.
Read -- members can view the Properties page for the route, including all tasks, history, and accesses for the route.
Read Write -- members can also check in files to the route.
Add -- in addition to Read Write permission, members can also add new content to the route.
Remove -- in addition to Read Write permission, members can also remove content from the route.
Add Remove -- in addition to Read Write permission, members can both add and remove content in the route.
Click Next.
The Step 3 of 4: Define Route Tasks window displays.
Define tasks for each member with a time frame to complete each assignment.
Name the member's task.
Action - set the action required by the assignee.
Route Base Purpose determines the types of tasks in the route
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.
Set the Order in which the members must respond.
Enter specific instructions to the member in the Assignee and Instructions text box.
In the Advanced section, click a radio button to require a time frame to complete the assignment and set the time for completion.
Allow Delegation: the assignee can delegate the task to another person.
Requires Owner Review: When the task is complete, the route owner is notified. The owner must enter a comment and then promote or demote it. The next task in the route is not created until the current task is promoted. Demoting changes the task state back to Assigned and the assignee must complete the task again based on the comment. When a task is demoted, the owner can reassign it to someone else.
Click Next .
The Step 4 of 4: Action Required window displays.
Set the Action Required field to determine if All tasks must be finished to complete the route or if Any will complete the route.
NOTE: If an Order of completion was set on the previous screen, this screen shows the task sequence with no selectable options. The default is All.
Click Done.
The Route Template displays on the list page on which you created it.
In the Properties window the State is Inactive. To use the route template, you must activate the route template.
Right click on the new route template and select Promote,
or
Click on the route template Name to open in a new window.
Click 
on the page tool bar.
The Route Template State is Active.
button, click expand 
for