Routing Codes

The routing codes allow us to identify how the forms will route once submitted.

The Implementation Specialist will work the District to set up the Routing Codes depending on the customer’s requirements. The following examples show the basic setup requirements.

From atrieveHR>Setup/Maintenance>E-Forms>E-forms and Routing Database>Routing Code Menu, set up the routing workflows required for each form:

Accept the EXPENSE option by selecting Enter.

A ‘Manual’ routing code is required for the Manual Intervener. If an EEW route fails, it will route to the manual intervener and requires action to determine where the problem was encountered.

Conditional routing can be defined for special routing requirements outside of the normal route of supervisor. Additional routes may be needed.

ROUTING CODE

Enter a unique code of up to 10 characters to define this code

DESC

Enter text to describe this code

STATUS [A/I]

Enter A for Active or I for Inactive. This will be use to determine whether this route will be available for selection when applying to a leave code

AUTH CODE

Enter an authorization code or select one from the lookup

SECTION

Enter the section from the pre-defined or user-defined form sections that the authorizer must complete.

TYPE

Enter a type for this segment of the route

TASK ONLY – This segment of the route will create a task for the authorizer to complete

EMAIL ONLY – This segment of the route will send and email to the authorizer

BOTH – This segment of the route will create a task for the authorizer and sent an email reminder

MAKE WAIT

WAIT if the task must be processed before sending to the next authorizer on the list.

DON’T WAIT if the task can be processed simultaneously with other tasks

WAIT ALL to wait until all tasks are complete before proceeding (simultaneous routing)

For Routing to Multiple Authorizers Simultaneously, consider using:

WAIT ANY to wait for ANY of the tasks (typically the same) are completed before proceeding

WAIL ALL N to wait until ALL are complete (in relation to the next line and not all tasks) before proceeding – the next line is considered part of the simultaneous route.

WAIT ANY N to wait until ANY are compete (in relation to the next line and not all task) before proceeding – the next line is considered part of the simultaneous route.

CONDITIONAL ROUTING SPECIFICATION

When entering this field a popup window will open and prompt for condition statements that the task router will check before routing to the selected authorizer(s).

This allows you to set an authorizer code to only be included in the routing if the value of a certain field on the form matches the conditional value. Conditional value syntax is similar to programming syntax for conditions and may require Powerschool staff assistance to create proper conditions.

The Conditional Information Entry screen contains space for up to 18 conditions to be specified. Only create what is required and do not leave blank rows in the condition screen

001=BRACKET

Leave this blank if only one condition exists

Enter open bracket if multiple conditions exist and the execution order is important

002=FIELD

A lookup will open to allow selection of a pre-defined or user-defined field that may be on the form. Select the field and press A to add. Note: This lookup also allows deletion of a the current row of the condition screen by selecting Delete Condition.

003=OPERATOR

Select an operator to apply to the field value

CONDITIONAL ROUTING SPECIFICATION CONTINUED

004=LITERAL TEXT

Enter the value that the field value should compare or equate to

005=BRACKET

Leave this blank if only one condition exists

Enter close bracket if multiple conditions exist and the execution order is important and a matching open bracket has been entered

006= CONJUNCTION

Enter "AND" if there is more than one condition and both must be true

Enter "OR" if there is more than one condition and only one must be true