Manual Routing - WebTMA 5

A Manual Route can be applied to a record that has an existing authorization route or to a special request. If the authorizers are on vacation or otherwise unavailable, set a manual route. When you establish a Manual Route for records with an existing route, this action cancels the existing routes for all windows.

Manual Routing follows the same principles as regular approval routes. The difference is that you have the option to establish a route on-the-fly from a record or use an existing route. Routes created using the Manual Routing window apply to a single record. On-the-fly Manual Routes are used when you do not plan to apply the route repeatedly.

When you create a record from any of the modules that use authorization, look for the Manual Routing link on the Action Menu. Once you create a manual route, the record follows the same guidelines for approval as any other route. The authorizers on the route must approve the request before it can be accepted.

Manual Routing also supports Smart Route functionality. WebTMA checks to assure that your current privileges include any repair center or department with a Smart Route designated. If so, the department or repair center is added to the eligible list of authorizers.

How to Create Manual Routes

Use these instructions to create a new route on-the-fly.

  1. Click Manual Routing on the Action Menu.
  2. Click the Add a record link on the Manual Routing popup window.
  3. Type the Order This is the order in which the request is routed from one user to the next.
  4. Select the User (authorizer).
  5. Click the Save button on the Manual Routing Entry popup window.
  6. Repeat steps 3-5 until you have completed the desired route.
  7. Click Cancel on the Manual Routing Entry popup window.
  8. Click the Save button on the Manual Routing popup window.

Once you create a manual route, the record follows the same guidelines for approval as any other route. The authorizers on the route must approve the request before it can be accepted.

How to Use Manual Routing with Existing Routes

If you want to apply an existing route using Manual Routing, use these instructions.

  1. Click Manual Routing on the Action Menu.
  2. Click Select an existing route link on the Manual Routing popup window. This opens a list of existing routes.
  3. Select the desired route on the Route Selection Tip: Click the plus sign to expand the route and show the list of authorizers in any route.
  4. Click the Add Selected button on the popup window.
  5. Click the Save button on the Manual Routing Entry popup window.

Once you create a manual route with an existing route, the record follows the same guidelines for approval as any other route. The authorizers on the route must approve the request before it can be accepted.

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