Information

To start a routine, use either the routine you configured when creating the routine or circulation folder, or define your own routine.

Method

1. Select the case or circulation folder you want to start a routine for.

2. Click the Routine tab.

How you proceed depends on whether you have already configured a routine.

1) A routine was configured on creation: On the Routine tab, you will see the individual steps of the configured routine.

Click Start routine to start the routine without any additional changes.

You can also tailor the routine to your needs:

• Delete step: Move the cursor over the step you want to delete. Click the X that appears.
• Move step: Move the cursor over the step you want to move. Click the step and drag it to the position where you need it holding down the mouse button.
• Edit step: Move the cursor over the step you want to edit. Click the Edit button that appears. You can edit all elements of the step. You will find a description of the elements under No routine figured on creation.
• Add step: To add a step to the routine, click + Step. You will find a more exact description under No routine figured on creation.

If you want to save your changes without starting the routine, click the down arrow. Click Save.

Otherwise, click Start routine.

2) No routine configured on creation: To create steps for the routine, click + Step and define the step:

• Step and description: In the Step text field, enter a descriptive name. The name is shown on the tile created for the step. In the Description text field, you can enter additional instructions or explanations. The recipient of the step sees the description.
• User name: You can select a user or a group as the recipient. Suggestions will appear as you begin to type.
• Due date: You can select a due date by clicking the calendar icon. Alternatively, you can type a date.
• Signatures: Clicking the field opens the input options. To prevent the step from being completed before all signatures have been completed, check the Block routine box. You can create multiple signatures by clicking + New signature. In the field with the Co-signature placeholder, enter the type of signature required. If only this signature should be mandatory, click Optional. The button changes to Mandatory.
• Directives: Clicking the field opens the input options. You can create multiple directives by clicking + New directive. In the field with the Directive placeholder, enter the type of directive required. If only this directive should be mandatory, click Optional. The button changes to Mandatory.

Repeat this process for all the necessary steps.

If you want to save your entries without starting the routine, click the down arrow. Click Save.

Otherwise, click Start routine.

Result

The routine is started.

You will see the actions of the individual editors in your feed.

Outlook

Once your routine has gone through all the processing steps or was canceled, you will finally find it in your Tasks work area.

To complete the routine, click Pass workflow forward.