Defining Document Routing

This page can be used to define document routing for the selected task.

Select the “Define Document Routing” link at the bottom of the ‘Define Document Routing - Choose Task’ page.

The ‘Define Document Routing’ page appears.

The system displays the following fields:

Date Format	The format in which the date fields must be entered in this page. The specified format is DD-MM-YYYY.
Component Name	The name of the component in which the task is present.
Activity Name	The name of the activity in which the task is present.
Task Name	The name of the task for which document routing is to be defined.

Enter the details in the following field:

Org. Unit

The component deployed organization unit for which the document routing is to be defined (Alphanumeric, 16). Click on the lens icon near the ‘Org. Unit’ field to launch the ‘Help on Org. Unit’ page. The org. unit can be selected from this page.

Help facility available.

Click the "Get" pushbutton to retrieve the organization unit details.
Modify the details in the following fields, if required:

Effective From	The date from which the document routing is effective (Date format).
Effective To	The expiry date of the document routing (Date format) Mandatory.

Click the ‘Previous’ pushbutton to view the details of the previous set of "Effective From" and "Effective To" details.
Click the ‘Next’ pushbutton to view the details of the next set of "Effective From" and "Effective To" details.
Enter the details in the following field:

Path ID

The unique id for every path defined for the selected task (Alphanumeric, 30). If the path is already defined, select the lens icon near the ‘Path Id‘ to launch the ‘Help on Path‘ page and to choose an appropriate path.

Help facility available.

Click the "Get" pushbutton to retrieve the path details.
Modify the details in the following fields, if required:

Rule-driven Process Identification

Check this check box to indicate that the path defined will be selected only after evaluating the given rule. It helps to emphasize the rule evaluation for a path.

Process Rule ID

The ID of the process rule (Alphanumeric, 30). Click on the lens icon near ‘Process rule id‘ to launch the ‘Help on Process Rule‘ page. The process rule id can be selected from this page.

Help facility available.

Path Description

The description of the path (Alphanumeric, 40).

The system displays the following.

Process Rule Description

The description of the process rule.

The system displays the mapped and unmapped document routing details in the following multiline:

Component Name	The name of the component in which the task is present.
Activity Name	The name of the activity in which the task is present.
Task Name	The name of the task for which document routing is to be defined.
Org. Unit Code	The organization unit code to which the document must be routed.
Org. Unit Description	The description of the organization unit to which the document is to be routed.
Execution Type	The type of execution. This can be ‘System Enacted’ or ‘User Enacted’, ‘Workflow Enacted - Synchronous’ and ‘Workflow Enacted - Asynchronous’.

Enter the following details in the multiline:

Elapse Time	The time after which the task is to be performed if the "Execution Type" is “Workflow Enacted - Asynchronous (Time format).
Unit	Use the drop-down list box to select the unit of elapse time. It can be "Hours", "Days", "Months" or "Years".
Map	Use the drop-down list box to indicate task mapping. Select 'Yes' to allow mapping else select 'No'.

Click the ‘Save’ pushbutton to save the document routing details.
Click the ‘Delete’ pushbutton to delete the document routing details.

To Proceed

Select the “User Identification” link at the bottom of the page to define the user identification basis across area document routing.
Select the “Enable Notification” link at the bottom of the page to attach notification messages.

What you can do in this page

You can define the document routing for the selected task in this page.
You can define the document routing specific to the deployed org. unit.
You can also define different routing for various periods by specifying the effective'from and ‘to’ dates. The rules will be evaluated and based on the paths defined,the document routing will be decided. If no rule is specified, then the document routing identified directly will be considered. Normally, the document routing is specified for a task from another area or for any task that has more than one forward task.