The new routing steps experience features key differences from the legacy experience:

  • No "step type"- Admins choose from default Review or Return for Revisions options.
    • Review - Build any review form by mixing and matching different question types
    • Return for Revisions - Same functionality as legacy experience
  • Approval tool - Replaces the legacy Approve/Do Not Approve step type
  • Rating scale questions - This field type will function the same way the "ratings" component of the legacy Comments & Ratings step did, displaying average scores in the user interface and Data Grid, as well as additional calculations in Excel reports.
  • PDF packet share option - To replace (and enhance) the functionality of the legacy Committee Approval and Ranking step types, Admins can select a step option: "Allow reviewers to email assigned applications to others as PDFs."
Note: Administrators can also switch to the legacy experience if they choose. A warning modal will appear if they have configured any steps to ask them to confirm the change. See screen shots below.


Administrator View of New Routing Steps Experience

Admin view of Switch to Legacy Routing Steps option

Switch to Legacy Routing Steps modal