Expected Completion Time: 30-40 Minutes

Learning Outcomes

At the end of this module, you should be able to do the following:

• Identify the various Routing Step types. 
• Create a new Routing Step.

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz.

Routing Steps

Routing Steps can take some thought. These steps establish the structure of the review process for your opportunity, as well as the actual forms reviewers fill out. The key is to map out your review process, then work to see how that workflow can be replicated within InfoReady. 

Read

• Routing Steps Overview
• Approve/Do Not Approve Routing Step
• Comments and Ratings Routing Step
• Comments & Ratings vs. Build My Own Form
• Routing Step Instructions (Reviewer Instructions)
• Routing Step Options
• Routing Step Recap

Watch

• Create - Routing Steps (23 min)

Note: If you would like to practice creating a test opportunity as you work though this and upcoming various modules, please see Module 3G: Finalize to learn how to save your work as a draft.

Knowledge Check Quiz 

- Go to: The InfoReady Training Site
- If you don't already have an account, register for one by clicking Register in the upper right corner.
- You can now use this account to complete any quiz on that site.

	Congratulations! You've completed Module 3D.
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