Define and activate routing lists, edit an existing routing list, and edit routing participants on the Change Orders tab of the Global Settings Dialog dialog.
Rules for Change Orders
- When the Check state is enabled, a state named Check is added between Work and Review.
- Approving the change order in the Check state advances it to the Review state.
- Rejecting the change order returns it to the Work state.
- The role of Checker is added to the list of roles for routing participants.
- If the Check state is selected, a new routing cannot be created unless a Checker is assigned.
- The Standard workflow does not include the Check state or the Checker role.
Create and Edit Routing Definitions
Note: You must specify at least one Approver, one Responsible Engineer and one Change Administrator in order to create a routing list.
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Go to Tools Administration Global Settings
- In the Global Settings dialog box, click the Change Orders tab.
- In the Routing Definition section, click Define.
The Routing dialog box displays available routings and active routings.
- To create a new routing, click New.
- In the Edit Routing dialog box, enter a name for the new routing.
- Highlight a name in the Change Order Participant field, and click Add to add the participant to the Routing Participant list.
- To assign one or more roles to a routing participant, click Edit Roles.
- In the Edit Roles dialog box, select one or more roles in the Available Roles field, and then click Add to add to the Selected Role field.
Note: To remove a role, highlight a name in the Selected Role field, and click Remove.
- If you are adding more than one approver and want to require unanimous approval, click Settings.
- In the Routing Settings dialog box, select Unanimous approval required.
- Click OK to close the dialog box.
- Click OK in the Edit Routing dialog box to close the dialog box.