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Responsibility route

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Location: Configuration arrowrgray Responsibility route

 

Prerequisites:

None.

Optional:

Checklist

 

Overview:

Responsibility route consists of a flow of users that will be responsible for certain steps in the SE Suite components and allows setting deadlines for their execution. By means of this menu, it is possible to create all possible responsibility routes that may be used in the draft and approval steps referring to documents filed in SE Document.

 

Specific buttons:

new

Click on this button to add a new responsibility route. See more details about this operation in the Configuring a responsibility route section.

edit

Click on this button to edit the responsibility route selected in the list of records.

delete

Click on this button to delete the responsibility route selected in the list of records.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, to configure a new report or associate an existing report, or to view the parameters that may be used in the configuration of new reports.

status

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on specific information.