Changing Application Routes

Change the processor set for the application route before processing the request data.
Changing the processors of application routes helps you process the request data even when any of the processors are out of the office.
You can change the processor if the status of the request data is "In progress" or "Approved".

Users Who Can Change Processors on the Request Route

The following users can change the processors of request routes.

  • Applicant and proxy applicant:
    The system administrator must allow to change the request routes.
  • Processors and proxy approvers:
    If the system administrator has allowed you to change routes in the route step that you have been set as a processor, you can change the other processors in the same route step or subsequent route steps when your turn comes.

This section describes steps for the applicant to edit the request route:

Steps:
  1. Click the app icon in the header.

  2. Click "Workflow".

  3. On the "Workflow (Recent)" screen, select the sent items folder and click the subject of the request data you want to change the request route.

    Image of the request data subject to change the request route

  4. On the request details screen, click the route step name of the route step to change the processor.

    Image of the route step to change the processor

  5. On the route step details screen, click "Save".

    Image of an edit action link

  6. On the screen to change route steps, delete the current processor and then add a new processor.

    Enter any comments if necessary.
    You cannot set "Omitted" for the final approval route step.
    Screen for changing route steps

  7. Confirm your settings and click "Save".

Checking the Route Change History

Confirm the history of the application route change.

Steps:
  1. Click the app icon in the header.

  2. Click "Workflow".

  3. On the "Workflow (Recent)" screen, select a folder and click the subject of the request data you want to confirm the route change history of the request route.

  4. On the request details screen, click the item for route change history.

    Image of the route change history

  5. On the route history change screen, confirm the history of changing the request route.