Common Components Help

AEF Help

Editing Details for a Route Template

People with editing access for a route template can edit details of it, including reassigning the owner and changing the description, availability, and route task edit level. Generally, only the current template owner can make these changes, although Team Central Workspace Leads can change any Workspace-level route template for their workspaces.

To edit details for a route template

1. From the global toolbar, click My Desk>Routes>Route Templates.
2. From the Route Templates page, click the Name of the template you want to work with.
3. From the Properties page, click Edit Details.
4. From the Edit Route Template Details page, change information as needed.

Owner--The person who is responsible for maintaining the template. Who you can reassign ownership to depends on the template's scope and availability.

If the route template's Availability is:	Ownership can be reassigned to:
User	Anyone in the current owner's company.
Enterprise	Any Company Representative in the current owner's company.

If the scope of the route is a Team Central workspace, ownership can be reassigned only to another Workspace Lead in the specified workspace.

To change ownership, click next to the Owner field and search for the new owner. For details, see Finding and Selecting People.

Availability--Defines who can create routes from the template. User means the template owner is the only person who can use the template. Enterprise means the template is available to all company employees. Only Company Representatives can change a User template to an Enterprise template.

Scope--Defines who can be included in routes created from this template: All, Organization, or members of the specified Team Central workspace or Program Central project space only.

In Team Central, the template owner can change the scope only to another workspace for which the owner is a Workspace Lead. To change or specify a workspace, click and choose a workspace.

Description--Change the template description as needed.

Route Task Edits--Use the Route Task Edits list to choose how people who create routes based on the template can edit the task list.

• Maintain Exact Task List--People who create a route from this template must use the exact task list, with no tasks added or removed. The route creator cannot make any changes to the task order or names, but all other fields can be changed.
• Extend Task List--People who create a route from this template must use the exact task list, but more tasks can be added to an existing route task level or a new level. The route creator cannot make any changes to the order or names of tasks from the route template, but can change all other fields. The route owner can make any changes to tasks the owner adds to the route.
• Modify Task List--People who create a route from this template can change all information for template tasks except the task name. The route creator can add new tasks but cannot delete template tasks.
• Modify/Delete Task List--People who create a route from this template can change and delete any task and can add new tasks.
5. Click Done.