Video highlights include:
What are Routing Steps? – 00:14
- A Reviewer’s view of Routing Steps – 00:51
- Create your Routing Steps – 01:30
- Routing Steps not needed – 01:38
- Disable Accept or Return Application – 01:43
Add a Routing Step – 02:15
- Delete a Routing Step – 02:23
- Routing Step Name, Order, Type – 02:26
- Default Reviewer(s) Field – 02:51
- Automatically Assign Reviewers – 03:19
- Reviewer Instructions Box – 03:29
- Add Attachment – 03:50
- Comments to Administrators – 04:10
Different Routing Step Types – 04:36 thru 11:09
- Type 1: Comments & Ratings (up to 20 criterion) – 04:43
- Type 2: Approve / Do Not Approve – 06:29
- Type 3: Build My Own Form – 07:27
- Type 4: Committee Routing Steps (two options)– 08:39
- Committee Approval – 09:47
- Committee Ranking – 09:57 - Type 5: Document Upload – 10:19
Routing Step Boxes – 11:10
- Routing Step Options Box – 11:11
- Routing Step Recap Box – 12:38
- Reviewer Acknowledgement Box – 13:10