Routing (Setup) Tab

General Tab

Complete the general requirements of a Route. The steps and update automation are completed on other steps. See Defining a Route for more details.

Document Updates

Status Updates

An Administrator can define the statuses of a document as it enters the routing process and when it finishes through the routing. This attribute eliminates the need for the document to be edited after it has been approved.

Value Updates

The Cost Item amounts can be automatically updated once the document has been approved through the routing process. These amounts can be updated for Self-Performed, Subcontracted Work, or Both.

Routing Steps Tab

Use this tab to create the Steps in the Route, noting that the Route can contain parallel processes, feedback loops, and conditional flows.