Administrators: Create routing templates

Customize routing templates to improve the efficiency and accuracy of routing workflows with your team.

As a unit administrator, you can add, edit or delete routing templates.

Under System Settings, select Routing Templates.

If you are an admin for multiple units, make sure you select the appropriate unit. To add a new template, select '+Add'.

Fill in the template information and the routing details.

Once you've saved your template, you are able to edit or delete. Hover over the template title and select to edit or delete.

Important notes:

• You can generate multiple templates for each routing type.
• You can select a separate title for the template and the routing. This enables you to communicate to your team any required naming conventions for the routing title.

• You can specify how many business days the routing should take to complete. The due date will generate based on the selection. You are also able to leave the date field blank if the due date is arbitrary or circumstantial.

• When a team member in your unit selects a routing type, if a template exists, they are able to select the template.

All routing details then auto-populate. The routing can still be edited further as required!