Administration > Maintenance > Routing Rules
Routing Rules define how a record is processed and who it must be routed to during the approval process. Records that meet the established criteria will be routed to an approval session based on a list of required approver(s). This Approval List can be set-up using one of two (2) methods - Hierarchical or Sequential determined by the System Setting chosen. Sequential is the default and recommended setting.
Routing Rules are used to define the hierarchy of tolerance rules, and the impact they have on the approval process. These rules may be established either by individual or by group or role when using the role-based security option, and you may define filters to determine where each document line item, based on the returned criteria, will be routed.
Routing rules defined for any individuals or groups will be displayed on this page.
Launches the Routing Rules Wizard, allowing you to create a new Individual Routing Rule
Launches the Routing Rules Wizard, allowing you to create a new Group Routing Rule
Deletes the Routing Rule(s) where the Delete checkbox has been marked.
Select this checkbox and click Save on the Entry Toolbar to remove a line item.
The name of the routing rule (if any are present) will be displayed in this field you may make changes to an existing routing rule by selecting an Individual or Group Routing rule name.