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

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# 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 in the Route must complete approval before the workflow can proceed to the next node order. If the node is an individual user, that specific user must approve. If the node is a job, any one user assigned to that job may approve on behalf of the 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.

Effective the active date the route will be available to for users to select. Effective the inactive date the route will be unavailable 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.

All MOCs created with the route before the inactive status will retain the route

A route cannot be deleted if it is being used by an MOC or if there are nodes associated to the route. It is recommended to inactivate routes that should no longer be available for users to select.

 

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