Edit routing lists and workflow definitions on the Change Orders tab of the Global Settings dialog.
Access the Change Orders Tab on the Global Settings Dialog
- Select Tools > Administration > Global Settings.
- On the Global Settings dialog box, select the Change Orders tab.
Routing Definition
Activate routing lists, edit an existing routing, and edit routing participants.
- Click Define to manage routing lists and participants.
Workflow Definition
Select the workflow definition to use from the drop-down list. 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.