This is in the second in a series of articles regarding the topic of add/edit routing scenarios. Click here to access the first article.
This article explains how to add or edit routing scenarios inside DocBoss.
Add routing scenarios
Typically, users will manage routing scenarios from the Code List (Requirements) screen of a specific project.
In the Routing Scenario column, click within the grid in the row for the doc code that requires a routing scenario. Select Add New to create a routing scenario.
There are several options available to configure. Any number of these can be selected.
- Assign reviewers when file returned from customer (When stage not complete): Applies when (1) a document is returned through the Files from Customer grid on the Incoming Documents screen, and (2) the return status selected does NOT have “stage complete” selected.
- Assign reviewers when file returned from customer (When stage complete): Applies when (1) a document is returned through the Files from Customer grid on the Incoming Documents screen, and (2) the return status selected does have “stage complete” selected.
- Assign reviewers when file returned from sub-supplier: Applies when (1) a document is returned through the Files from Sub-Supplier grid on the Incoming Documents screen.
- Assign reviewers when file returned from Internal/3rd party: Applies when (1) a document is returned through the Files from Internal/3rd party grid on the Incoming Documents screen.
- Internal approval: Only available if internal approval is enabled on at least one stage in the selected doc code’s stage list.
- Null routing: Applies to any cards which have status NULL.
Select the edit icon next to any number of the routing options to configure the reviewers assigned.
Once complete, select Save to save the routing scenario configuration, and then select Save below the grid to apply to routing scenario to the doc code.
Edit routing scenarios
Routing scenarios can be edited from the Code List (Requirements) screen or the Card List screen by selecting the text in the Routing Scenario Details column.
They can also be edited under the project’s routing scenario settings. In a project, (1) open the project menu and (2) select Set Up > Routing Scenario.
On the Routing Scenario Management screen, select the pencil icon under the Tools column to edit any of the routing scenarios available on the project.
This screen also allows users to add new routing scenarios or import existing scenarios from the instance list.
Add/edit routing scenarios for all new projects
Admin users can add or edit routing scenarios under the instance settings to apply to all new projects.
From the settings gear, navigate to Admin > Routing Scenario.
On the Routing Scenario Management screen, the grid displays the existing routing scenarios which will be available to use on all new projects.
To add a new scenario, (1) select Add Routing Scenario and complete the information. This is the same as adding a routing scenario directly to a project, with an additional field to select the affiliate which the routing scenario will belong to.
To filter routing scenarios by affiliate, (2) choose an affiliate from the dropdown at the top left of the grid.
To set a routing scenario as the default for a specific affiliate, check the Use as default box when creating a new scenario, or (3) toggle this option on/off for existing scenarios under the Default column.
To edit or disable a routing scenario, (4) select the icons under the Tools column.
Want to learn more about this topic? Check out our other article called Apply Different Routing Scenarios Per Stage.