Create a Simple Route
Create a Simple RouteClick 
on the ENOVIA
Top Bar.
Select General > Create Simple Route. . . .
or
Access the Routes Summary page, Collaboration and Approvals App > Routes > Routes Summary.
Select 
> Create
Simple Route . . . .
The Create Simple Route page displays.
Enter the Route Details.
|
Field |
Description |
|
Instructions |
Enter task instructions for the recipient. |
|
Action |
Select an Action |
|
Due Date |
Select the date this task should be completed by. |
|
Start Route Immediately |
Click to select this check box if this route is to begin immediately. |
Enter at least one Route Task Recipient(s).
|
Recipient Type |
Description |
|
Add Role |
Click to include ALL ENOVIA USERS with a particular system role (). |
|
Add Group |
Click this button to search and select Groups defined in ENOVIA. |
|
Add People |
Click this button to search and select individual users. |
|
Add People by Project |
Click this button to search for people in a project. |
|
Add Member List |
Click this button to view your personal member lists and select. |
Click Add Content on the page tool bar to add content, such as documents to review.
Click Done.
The Route: Properties page displays.
NOTE: Click Content in the category tree to view the content.