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To add a new responsibility route, click on the  button on the main toolbar. To edit the data of a route, select it in the list of records and click on the  button.
On the screen that will be opened, enter an ID # and a name for the responsibility route. The following tabs are also available:
Note: To successfully add a responsibility route, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.
Field
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Route type
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Select one of the following options:
▪Approval: The responsibility route may be used during the approval steps of the records created in the system. ▪Draft: The responsibility route may be used during the draft steps of the records created in the system. |
Approval type
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This field will only be enabled to be completed if the "Approval" option is selected in the "Route type". Select one of the options to define how the approval will be performed:
▪Circular: The record will go through all the responsible parties in the route, but the approval will be performed by the last sequence. When choosing this approval type, the system will not allow the last sequence to have more than one responsible party. Consequently, if the route contains only one sequence, it may only have 1 responsible party. If the last sequence was configured with a department, position, or team, the member of the department/position/team who executes it first will approve or disapprove it for the other members. Then, make sure the department, position, or team is the most appropriate responsible party to approve the route. ▪Incremental: Just as a responsible party rejects the record, it returns to the step before its current step. |
Wait for all members approval
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Check this option for the record to proceed to the next step only after all the members of the route release their tasks. If this option is not checked, the record will go to the next route step as soon as a member of the current step releases the task.
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Use this tab to define the users responsible for the record to which the route will be applied. On the side toolbar, the following buttons are available:
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Click on this button to add a responsible party to the route. See further details in the "Add responsibility" topic below.
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Click on this button to edit the responsible party selected in the list of records.
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Click on this button to delete the responsible party selected in the list of records.
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Add responsibility
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To add a responsible party, click on the button on the side toolbar. On the selection screen that will be opened, perform the following steps:
1.
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Select one of the following options to define the route responsibility:
Control
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Department
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The responsible parties will be the user of a certain department of the organization.
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Position
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The responsible parties will be the users who hold a certain position in the organization.
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Department/Position
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The responsible parties will be the users of a certain department of the company who hold a specific position.
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User
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The responsible party will be a specific user.
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Team
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The responsible parties will be the members of a previously created team.
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2.
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According to the selected control, the Filters will be enabled to be filled out. Use them to easily search for the desired responsible parties.
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3.
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Also, fill out the following fields:
Field
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Checklist
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Select the checklist that the responsible user must answer when approving/drafting the record under their responsibility.
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Sequence
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Enter the order of the responsible party for the execution of the draft/approval step assigned to them.
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Deadline (days)
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Enter the number of days the responsible party will have to execute the draft/approval step assigned to them.
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Edit the approval flow?
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Check this option so that when approving/drafting the record, the responsible party can edit, add or delete members with a higher sequence than them. If this option is not checked, the "Route" tab will not be displayed in draft/approval execution, not allowing the approval flow to be edited.
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4.
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After entering the fields above, click on the  toolbar button on the selection screen. Based on the control selected and the values entered in the search fields, the result will be displayed in the list of records, on the lower part of the screen. Select the desired responsible parties. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.
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5.
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Once done, save your selection. Repeat the procedure to add all desired responsible parties.
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This tab displays the SE Suite components that use the responsibility route. Check those in which the route will also be available for use. Uncheck the components in which it should not be available for usage.
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After setting the necessary configurations, save the record.
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