Configuring a responsibility route

To add a new responsibility route, click on the

button on the main screen 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. Fill out the Control group field so that only members of the selected group can edit and delete the record. In this case, select the desired control group. If this field is not filled out, all users who have access to this menu may make the necessary changes to or delete the record.

After saving the record for the first time, the following tabs will be available to be filled out:

Use this tab to add the users who will be part of the responsibility route. To add a responsible party to the route, click on the button on the side toolbar. On the screen that will be displayed, fill out the following fields:

Control: Select if the responsible party will be:

▪Specific: In the respective fields, enter a department, a position, or a specific user among those already saved in the system.

▪Occurrence department: Users of the department where the occurrence happened.

▪Occur. record owner: The user who issued the occurrence.

Sequence: Enter the number that corresponds to the approving order of the responsible party in the route.

Deadline: Enter the number of days the responsible party will have to perform the approval.

After that, save the record. Repeat the procedure to add all desired responsible parties.

Use the other side toolbar buttons to edit and delete the responsible party selected in the list of records.