Routes

Below are the Guidelines for Routes

• ACT Power User's at the division level are able to view, create, and edit Routes using the Settings > Routes section.
• Originators can select from Routes available in their division when adding Approvers to an event which currently does not have any Approvers.
• Each Route has nodes. Nodes are the Approvers that makeup the Route and can be individuals or jobs.
• If a node is a job, any person holding that job can approve the event before it goes to the next node.
• Each node has an order that indicates how the event will move from node (person or job) to node for Approval. The node order can be sequential (1,2,3,4), parallel (1,1,1,1) or a combination (1,1,1,2,3,3). All nodes in parallel get the event on their Frontline Desktop simultaneously and must approve the event before it goes to the next node.
• A Route cannot be deleted if it is being used by an event 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.
•  The ability to view Routes in divisions outside of a users default division is determined by organization permissions.

How to Create a Route

1. Navigate to ACT > Settings > Routes 
2. Select New from the toolbar.
3. Enter the name of the Route
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.

How to Update a Route

1. Navigate to ACT > Settings > Routes
2. Select the Route that needs to be updated.
3. Modify the fields that need to be changed.
4. Select Update on the toolbar to update the Route with the modifications that were made on the Route Information form.

How to Delete or Inactivate a Route

A Route cannot be deleted if it is being used by an event 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.

1. Navigate to Settings > Routes in the ACT module menu.
2. Select the Route that needs to be updated.
3. If the Route has not been used in an event, it is possible to delete the Route.
4. To delete a Route, select Delete on the toolbar. Then select Ok when asked "Are you sure you want to delete?" from the pop-up message.
5. If the Route has been used in an event, the Route can be inactivated to remove it from the list of available Routes for users to select.
6. To inactivate a Route, uncheck Active from the Route Information form. Then select Update on the toolbar to update the Route with the change in active status.