| Type |
Shows the object type: Route Template. |
| Name |
The name assigned by the template creator. |
| Revision |
The revision level of the template. |
| Maturity State |
The current maturity state of the template.
| State |
Description |
| Draft |
The template has been created but is not
yet available to be used to create routes
from. |
| Released |
The template is completely defined and made
available to users for rute creation. |
|
| Owner |
The person responsible for the template. |
| Originator |
The person who created the template. |
| Creation Date |
The date the template was created. |
| Modification Date |
The most recent date that something was
changed. |
| Description |
The purpose or intent of the route
template. |
| Route Task Edits
|
Shows one of the following options.
| Option |
Description |
| Modify/Delete
Task List |
People who create a route
from this template can add and remove tasks, and
modify the task list. The route creator can add
and remove route members, and can modify the
title, assignees, and order for all tasks. |
| Extend Task
List |
People who create a route
from this template must use the exact task list
and can add tasks to the existing route task order
or a new order. The route owner can create tasks
with any assignee based on the scope of the route.
The route can have additional members apart from
the members added from the template task. For
tasks created from the template, the route owner
cannot remove the tasks, change member access
privileges, or modify the title, assignees, or the
task order. For tasks manually added to the
route, the route owner can add tasks, remove
tasks, and modify the title, assignees, and the
task order. |
| Modify Task
List |
People who create a route
from this template can add new tasks. The route
owner can create tasks with any assignee based on
the scope selected for the route. The route can
have additional members apart from the members
added from the template task. For tasks created
from the template, the route owner cannot remove
the tasks, change member access privileges, or
modify the title. The route owner can change
assignees and the task order. For tasks
manually added to the route, the route owner can
add tasks, remove tasks, and modify the title,
assignees, and the task order. |
| Maintain Exact
Task List |
People which create a route
from this template must use the exact task list.
The route owner cannot add tasks, remove tasks, or
modify the title, assignees, or the task
order. |
|
| Route Base Purpose |
Determines the kind of tasks included in routes
created from the template.
| Purpose |
Description |
| Standard |
The route can include tasks
that require the assignee's approval or comment or
tasks intended only for notification or
information. |
| Approval |
The route includes only
tasks that require the assignee's approval.
|
| Review |
The route includes only
tasks that require the assignee's comment. |
|
| Auto Stop On
Rejection |
What happens when a task in a route created from
the template is rejected:
| Stop Action |
Description |
| Immediate |
The route stops
immediately. |
| Deferred |
The route stops after other
tasks at the current level are completed or
rejected. |
|
| Approval With
Signature |
Mandates the use of e-signature authentication for routes created
using this route template.
| Option |
Description |
| No |
E-signature authentication
is not required for task approvals for routes
created using this route template. |
| Yes |
E-signature authentication
is required for task approvals for routes created
using this route template. |
|
.
to update the properties. Some fields cannot be changed, such as
the type and creation date.