Setting Up Route To Multiple Users

STEP 1: Create Reserved Routing Profile (MULT_USER_ROUTE)

1. Click Menu, Maintenance, Maintain Routing Profiles.

2. Double-click MULT_USER_ROUTE profile.

• Set Sequence: = 1

• Set Email Arrival Notification: = Y (Optional)
  When using Route Multiple Users button in workbasket, it will send an email to the users.
  Emails will be sent for initial routes and Approval process.

• Click Submit to finish the creation of the routing profile.
  

STEP 2: Create Overdue Notification

1. Click Menu, Maintenance, Maintain Routing Profiles.
2. Right-click the routing profile MULTI_USER_ROUTE.
3. Select Maintain Overdue Notifications.
4. Click Add.
   
   

5. Fill in the following fields:
   Route Name: Automatically populated with MULTI_USER_ROUTE
   Overdue After A Period of: Set the numeric value for the Overdue notice.
   Days/Hours/Minutes: Set the increment of time.

STEP 3: Create Approval Rule

1. Click Menu, Maintenance, Maintain Routing Profiles.
2. Right-click the routing profile MULTI_USER_ROUTE.
3. Select Maintain Approval Rules.
4. Click Add.
   
   

5. Fill in the following fields:
   Route Name: Automatically populated with MULTI_USER_ROUTE
   Approval
   Action To Take: ORIGINATOR
   Force Notes: A (Auto Notes on Approval/Disapproval)
   Disapproval
   Action To Take: ORIGINATOR
   Force Notes: A (Auto Notes on Approval/Disapproval)

Setup for Route To Multiple Users is now COMPLETE!

NOTE: Users can be notified via email when new items have been routed to their workbasket. Click WorkBasket Email Notification Controls for a list of control values. You must be authorized to maintain system values in order to change these controls.

Copyright 1992, 1999, Real Vision Software, Inc. (RVI), Alexandria, Louisiana. No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language in any form or by any means without the express written consent of RVI Software, P.O. Box 12958, Alexandria, LA 71315-2958. However, copies of the One Look Manual can be reproduced, in whole or part, for use with the Real Vision Imaging System by Real Vision Software Licensee’s, for use with the imaging system.