This tab contains the list of documents that have automated routes assigned, including their Trigger, the Recipients and the Date it was Last Sent.
Click the Edit icon in the Actions column to edit the Route.
This allows the user to Add a Route to an existing document. In the Add Route window, select the Incident associated, the Document and select the notification options.
Set the Routing Trigger to the desired status to prompt the routing process, which will determine some remaining options in this window.
Select who is to receive the document from the Recipient Selection dropdown.
The choices are as follows:
Role - The Employee currently filling the specified Role.
Immediate Staff - Select a Role and the immediate Staff under will also receive the document.
Entire Staff - All Staff under the selected Role.
Functional Area - All staff filling roles in a particular area, such Planning, Operations, etc.
Employees - Specify the Employees using the Search window. For more on Employee Search, go here.
Email - This option allows for distribution to anyone outside the ARCOS user login.