ROUTE IT PROCESS NAME HERE

ROUTE IT PROCESSROUTE IT PROCESSNAME HERENAME HERE

YOUR NAME HEREYOUR DEPARTMENT NAME HERE

What is Route It?What is Route It?

Route It is a UWF system that sends a form or other online documentation to multiple employees who each do their part to complete a process. After one person completes his or her task, the route is sent to the next person in the process.

ROUTE NAME HEREROUTE NAME HERE

Request a Key

The next person in the process receives an email notification and an item in their Route It inbox. They must take action before the route moves on to the next person in the process.

The initiator clicks a link in Argus to open the Route It form. Once completed, the form is sent to the next person in the process.

Initiator Next Steps

ENTER FINAL RESULTS OF THE ROUTE HERE

End of Route

Inbox in Argus

TopicsTopics

Starting a Route It processIf you receive a route from someone elseDetouring a routeWorking with proxiesTracking a route

Starting a Route It ProcessStarting a Route It Process

You are the initiator

Starting a Route It ProcessStarting a Route It Process

Click a link with a cog icon.

Starting a Route It ProcessStarting a Route It Process

Initiator form.

Starting a Route It ProcessStarting a Route It ProcessNext page

of form contains the Route It document and buttonsto completethe request

Starting a Route It ProcessStarting a Route It ProcessView

Document

Starting a Route It ProcessStarting a Route It ProcessUse buttons

to complete the request

Starting a Route It ProcessStarting a Route It Process

Comments: Shared or privateFinish: Sends form to next person in processDelete Request: Cancels requestDetour Request: Sends to someone not

normally included in the processSave and Return to Route List: Saves any

information you entered so that you can complete the form later

If you Receive a Route…If you Receive a Route…

You are the second person in the route process and must take action.

If You Receive a Route…If You Receive a Route…Two ways to receive a route

1. EmailNotification

2. Route It box onDirectory tab inArgus

If You Receive a Route…If You Receive a Route…

Step One: Click the link in the main menu

If You Receive a Route…If You Receive a Route…Step Two: View Document

If You Receive a Route…If You Receive a Route…Step Three: Respond

◦Comments◦YOUR

BUTTON ◦YOUR

BUTTON ◦Detour◦Save and

return to Route List

You are detouring the route

Detouring a RouteDetouring a Route

Detouring a RouteDetouring a Route

Sends the route to someone who is not normally included in the route process

Use detours when…◦You need information from someone else in

order to complete the task◦You want to make someone aware of the task

being performed

Detouring a RouteDetouring a Route

Step One: Press the Detour button from the Route It process

Detouring a RouteDetouring a RouteStep Two: Select the person you want to

detour to.

Detouring a RouteDetouring a RouteStep Three: Enter comments and select

detour method

Detouring a RouteDetouring a Route

Return for your review and decision: After the detour, the route will return to you before going to the next person. Use this option when your task depends on input from the person you are detouring to.

Continue routing with your approval: Indicates that you approve the route, but sends the route as an FYI to the person you are detouring to. The task will not return to you after the detour.

You are completing the detour

If you receive a detour…If you receive a detour…

If you receive a detour…If you receive a detour…

Notification via email (includes comments)

If you receive a detour…If you receive a detour…View document, enter comments, and use

buttons to complete the detour

You are assigning a proxy to perform Route It tasks on your behalf

Working with ProxiesWorking with Proxies

Working with ProxiesWorking with Proxies

Proxies are other UWF employees that you designate to perform tasks on your behalf.

Use to ease your workload or to handle your tasks when you are out of the office.

Be sure to choose a proxy that is appropriate for the task.

Working with ProxiesWorking with Proxies“my proxies” page: use to add and delete

proxies, and view your proxy assignments

Working with ProxiesWorking with Proxies

Different proxies can be set for your different roles and workflow tasks

Proxy will receive email notificationwhen a task requires action

Working with ProxiesWorking with Proxies

Working with ProxiesWorking with ProxiesProxies receive and work with Route It

tasks just like the person that they are a proxy for.

Working with ProxiesWorking with ProxiesKeep in mind: Only one person can work

on a task at a time. If a task is not completed or returned to the Route It list, it will be locked.

Yellow Lock: Locked to someone else. That person must press “Return to Route List” before you can open the task.

Red Lock: Locked to you.Only you can open the task.

Tracking a RouteTracking a RouteTracking allows you to see what stage the

route is at and any comments entered.

Anyone in the route process can track the route once it is past their part of the process.

Tracking a routeTracking a routeOpen Route It from the box on the Directory tab.

Tracking a routeTracking a route

Getting HelpGetting HelpThe “help” menu provides instructions for

each step in the process.

Learn More About Route ItLearn More About Route ItDocumentation and online tutorials

available in the IT KnowledgeBase or at http://uwf.edu/help/kb/routeit