Setting user roles and using routings

Setting user roles and using routings - Exercise

Rules for change orders

• When the Check state is enabled, a state named Check is added between Work and Review.
• Approving the change order in the Check state advances it to the Review state.
• Rejecting the change order returns it to the Work state.
• The role of Checker is added to the list of roles for routing participants.
• If the Check state is selected, a new routing cannot be created unless a Checker is assigned.
• The Standard workflow does not include the Check state or the Checker role.

Create and edit routing definitions

Note: You must specify at least one Approver, one Responsible Engineer, and one Change Administrator to create a routing list.

1. Go to Tools > Administration > Global Settings.
   
   
2. In the Global Settings dialog box, click the Change Orders tab.
3. In the Routing Definition section, click Define.
   
   
   The Routing dialog box displays available routings and active routings.
4. To create a new routing, click New.
   
   
5. In the Edit Routing dialog box, enter a name for the new routing.
6. Highlight a name in the Change Order Participant field and click Add to add the participant to the Routing Participant list.
   
   
7. In the Edit Roles dialog box, select one or more roles in the Available Roles field, and then click Add to add to the Selected Role field.
   
   
   Note: To remove a role, highlight a name in the Selected Role field, and click Remove.
8. If you are adding more than one approver and want to require unanimous approval, click Settings.
9. In the Routing Settings dialog box, select Unanimous approval required.
10. Click OK to close the dialog box.
11. Click OK in the Edit Routing dialog box to close the dialog box.