Common Components Help

AEF Help

Listing Route Templates

You can get a list of route templates that includes all route templates that you own, the Enterprise-level templates for your company, and for Team Central users, Workspace-level templates for workspaces that you belong to. For Company Representatives, the list includes all templates created by employees of your company.

To list route templates

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

For each template the page shows:

Name--The name assigned by the person who saved the template. To see details about the template, click its Name.

Rev--The revision number for the template. Each time a template is updated and saved, the system increments the revision number. The page shows only the highest revision of each template.

Description--A summary of the template's purpose.

State--Shows if the template is active or inactive.

Route Base Purpose--Shows 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.

Availability--Defines who can use the template to create routes. User means the template owner is the only person who can use the template. Enterprise means the template is available to all.

Owner--The person responsible for maintaining the template.

Scope--All or Organization. For templates whose scope is a workspace, folder or project space, this lists the Team Central workspace or folder, or the Program Central project space where the template can be used.

2. To delete a template, check it and click Delete Selected. See Deleting a Route Template (Revision).
3. To view details about a template, click its Name. See Viewing Information about a Route Template.