Common Components Help

AEF Help

Processing Completed Routes

When the last person in a route completes his or her task, the route state changes to Finished and the system notifies the route creator. At this point, the route creator should review the tasks and any content that has been edited or added. For Team Central users, if your system is configured so a document can only be in one route at a time, it is important to remove files from a route when the route is finished so the document can be routed and edited as needed.

To process a completed route

1. From the global toolbar, click My Desk>Routes>My Routes.

Or

If you are working within an object, click Routes from the object's category list.

2. From the Routes page, click the Name of the finished route.
3. From the category list for the route, click Tasks.
4. For each task, review the comment and approval status chosen and entered by the task assignee.

A comment is required for all task actions except Notify Only. Tasks with Approve action require the assignee to select an approval option.

5. Review any edited or added content by clicking Content from the route category list.

For instructions on viewing content, see Viewing Documents and Content.

6. To remove content from the route:

!

For Team Central users, if your system is configured so a document can only be in one route, it is important to remove files from a route when the route is finished so the document can be routed and edited as needed.

1. From the route Content page, check the items you want to remove.
2. Click Remove Selected from the page Actions menu.
3. At the confirmation message, click OK.