Processing Completed Routes

When the last person in a route completes the last task, the route state changes to Finished and the system notifies the route creator. At this point, the route creator reviews the tasks and any content that has been edited or added.

Required access roles: You must be the route owner to complete the route.


Before you begin: Open the required route. See Opening a Route.
  1. Click the Tasks or Tasks (Graphical) page tab.
  2. For each route task, review the comment and approval status chosen and entered by the task assignee.

    A comment is required for all task actions except Notify Only. Tasks with Approve action require the assignee to select an approval option.

  3. Review any edited or added content by clicking the Content page tab. For instructions on viewing content, see Documents and Content.
  4. To remove content from the route:

    1. From the route Content page, select the items that you want to remove.
    2. Click Remove from the Actions menu or toolbar.
    3. Click OK.

You cannot edit a route that has been completed.