Configuring a responsibility route |
Responsibility route consists of a flow of users that will be responsible for certain steps in the SE Suite components, allowing even, to establish deadlines for its execution. Through this menu, it is possible to enter all possible responsibility routes that can be used in the planning approval, critical analysis, and/or closure steps of the surveys. In the Configuration Responsibility route menu, use the search panel to easily locate the desired routes through specific information. The result will be displayed in the list of records on the right side of the screen. Use the buttons on the toolbar to add, edit, and delete routes, as well as to generate reports and enable or disable the record of the route selected in the list of records.
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.
General
ResponsibilityUse this tab to define the users responsible for the steps that records with this route will undergo. On the side toolbar, the following buttons are available:
Add responsibilityTo 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.Select one of the following options to define the route responsibility:
2.According to the selected control, the Filters will be enabled to be filled out. Use them to easily search for the desired responsible parties.
3.Also, fill out the following fields:
4.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.
5.Once done, save your selection. Repeat the procedure to add all desired responsible parties.
Add a guest as responsibleIn the case of the approval route, it is possible to define a responsible party that is not a system user as the approver of the document to which the route is applied. In this case, click on the button on the side toolbar. On the screen that will be displayed, click on Guest and perform the following steps:
1.Enter the name of responsible party and their e-mail address for the document to be sent for approval.
2.In the E-mail template field, select a template created in the system. This template will be sent to the e-mail address of the responsible party with the approval lin. For further information, refer to the E-mail template section.
3.On the Sequence field, enter the order to send the approval assigned with the responsible party.
4.In the Deadline (days) field, enter the number of days the responsible party will have to execute the approval step assigned to them.
5.Use the Message field to add information to the body of the e-mail defined in the e-mail template.
6.Then, save. Repeat the procedure to add all desired responsible parties.
ComponentThis tab displays the SE Suite components that use the responsibility route. When you wish to use the same responsibility route in several components, the association of routes from other components may be done through the association of an existing record, available next to the add button in responsibility route creation, or through the SE Administration component.
After setting the necessary configurations, save the record. |