Common Components Help

AEF Help

Viewing Information about a Route

You can view information about any route that you created or that you are included in. Additionally, you can view routes for an item that you have view access to, even if you are not included in the routes. If Team Central is installed, Workspace Leads can view information for any route for the workspace, even if they are not included in it.

To view information about a route

1. From the My Desk menu, click Routes>My Routes.

Or

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

2. From the Routes page, click the Name of the route.

The category list and Properties page for the route opens.

Name--The name assigned by the route creator.

Scope--Determines the members that can be assigned tasks for the route.

• Organization--The route creator can add only people from his/her own company and one other company.
• All--The route creator can add people from any company, including roles and groups.
• project space--If Program Central is installed, the scope can be limited to a specific project space. To see information about the project space, click its name.
• workspace, folder, subfolder--If Team Central is installed, the scope item can be a workspace, folder, or subfolder. This defines not only the route members, but also the upper limit for content that can be added to the route. For example, if the scope is the workspace, the content can be from any folder or subfolder and the route's members can be any person added to the workspace. If the scope is a particular folder or subfolder, the content can only be from that folder and any of its subfolders. The routes members can only be people who have at least Read access to the scope folder. To see information about the workspace/folder, click its name.

Template--The name of the template used to create the route, if any. To see information about the template, click its name.

State--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.

Description--The purpose or intent of the route.

Owner--The person who created the route.

Originated--The date the route was created. If the route was not started immediately, this could be different from the date and time the route was started.

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.

Route Completion Action--Determines the events that will occur when the route is complete.

• Notify Route Owner--When the route is complete (all tasks are completed), the system sends a notification to the route owner.
• Promote Connected Object--This option is for routes with content for which the route owner has defined lifecycle block states. If this option is selected, the system automatically promotes the object when the route is completed, assuming no other routes or requirements are blocking promotion. The route owner is also notified of the route completion.
3. Use the Actions menu commands to work with the route:
• To edit the route's name or description, click Edit Details. Only route owners can edit details. See Editing a Route's Details.
• To set up notifications about potentially late tasks, click Set Task Escalation. See Setting Up Task Due Date Notifications.
• To save the route as a template, click Save As Template. See Saving a Route as a Template.
• To start the route, click Start Route. This is only available for the route owner and when the route has not yet been started. See Starting a Route.
• To request to be notified when a task is completed or content is added to the route, click Subscribe. If the route is Finished, this option is not available. See Subscribing to Events for a Route.
• To request that other people be notified when a task is completed or content is added for the route, click Push Subscriptions. This is only available for the route owner. See Pushing Subscriptions.
• To resume a route that has been rejected, click Resume. This button is available only for routes that have been rejected have a status of Stopped. See Processing Rejected Routes.
4. Use the category list to view more information about the route.

   Category	Description	For details, see:
   Access	Lists the route members. For Team Central, also lets the route owner set accesses to the route.	Listing Route Members
   Content	Shows the content that has been added to the route and lets people with the appropriate access add and remove content.	Listing Content for a Route
   Discussions	Lists the discussion threads that are associated with this route.	Listing Discussions for an Item
   History	Shows a log of events that have occurred for the route.	Click on the History page or see AEF Help.
   Tasks	Lists the tasks in the route.	Listing Tasks for a Route
   Tasks (Graphical)	Shows a graphical display of the tasks in the route and their status.	Listing Tasks for a Route--Graphical View