Common Components Help

AEF Help

Listing Routes

You can get lists of routes that include:

• all the routes you created and routes you are included in
• all routes that include a particular item for which you have access, for example, all routes that include a specific document or risk

If Team Central is installed, the route lists from within a workspace for Workspace Leads include all routes for the workspace, even those they are not included in.

To list routes

1. To list the routes that you created and that you are assigned a task for, click Routes>My Routes from the My Desk menu. This list also includes routes that were created in other installed MatrixOne applications.

Or

From the category list of the specific object you want to see routes for, click Routes.

The Routes page opens, showing all routes you are included in that relate to the object.

For each route, the page shows:

Status Icon--Shows the status of the route. A green arrow means all route tasks are on time. A yellow diamond means at least one route task, not including the last task in the route, is late. A red square means the last task is late.

Name--The name of the route. If the owner chose autoname when creating the route, the name contains a prefix and a number. To see details about a route, click its name.

Description--The description the owner entered for the route.

Route Base Purpose--Determines the kind of tasks included in the route.

• Standard--The route can include tasks that require the assignee's approval or comment or tasks intended only for notification or information.
• Approval--The route includes only tasks that require the assignee's approval.
• Review--The route includes only tasks that require the assignee's comment.

Status--Not Started, Started, Stopped, or Finished. Not Started means you began creating the route but didn't start it yet, so no tasks have been created yet. Only the route creator can access Not Started routes. Started means the route has been started but not all members have completed their tasks. Stopped means a route member has rejected the route (chosen Reject for the task approval status). Finished means all members have completed their tasks for the route.

Scope--The members who can access the route: all, organization, or a specific workspace or project space.

Due Date--The date the final route member is scheduled to complete his or her task. If this date has passed and the final task has not yet been completed, the route status is red.

Completed--The date the final route member completed his or her task.

Owner--The person who created the route.

2. Work with the routes as needed using the links on the Routes page:
• To view information about a route, click its Name. See Viewing Information about a Route.
• To create a new route, click Create Route or Route Wizard from the page Actions menu. See Creating a Route: Basic Information Only and Creating a Route: All Route Information.
• To set the task escalation, click Set Task Escalation. This appears only for the route owner. See Setting Up Task Due Date Notifications.
• To start a route whose state is Not Started, check it and click Start/Resume Selected from the Actions menu. See Starting a Route.
• To start a route whose state is Stopped, check it and click Start/Resume Selected from the Actions menu. See Processing Rejected Routes.
• To delete a route that you own, check it and click Delete Selected from the Actions menu. See Deleting a Route.