Routes

Routes are pre-defined lists of Approvers and their order that can be added to an MOC.

Originators can select from routes available in their division when adding Approvers to an MOC unless Approvers have already been added, then the route option will not display.  

Below are the Guidelines for Routes:

• MOC Power User's at the division level are able to view, create, and edit routes using the Settings > Routes section.
• The ability to view routes in divisions outside of a user's default division is determined by organization permissions.
• Routes are a legacy feature that is optional when adding Approvers to MOCs, it is possible to also pre-define Approvers for certain MOC forms (recommended).
• Each route has nodes. Nodes are the Approvers that make up the route and can be individuals or jobs.
  • If a node is a job, any person holding that job can approve the MOC before it goes to the next node.
  • Each node has an order that indicates how the MOC will move from the node (person or job) to node for Approval.

How to Create a Route

Follow the steps provided below to create a new route for a division.

1. Navigate to Settings > Routes in the MOC module menu.
2. Select New from the toolbar. The route Information form will display all available fields to complete.
3. Enter the name of the route in the route Name field. (Ex: Engineering Managers, HR Administrators)
4. Route Code is an optional field that can be used to further identify the route. Enter a route code, if necessary.
5. Description is an optional field that can be used to further describe the route. Enter a description, if necessary.
6. Ensure Company, and Division are correct.
7. Ensure Active is checked, making the new route available for use once completed.
8. Modify the Active and Inactive dates, if necessary.
9. Select Save on the toolbar. The new route has been added to the list and is available for users to select.

How to manage an existing Route

Follow the steps provided below to update an existing route for a division.

1. Navigate to Settings > Routes in the MOC module menu. 
2. Select the route that needs to be updated. 
3. Modify the fields that need to be changed. To inactivate a route, uncheck Active from the route Information form.
4. Select Update on the toolbar to update the route with the modifications that were made on the route Information form.
5. *To delete a route, select Delete on the toolbar.
6. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.