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