What is Route Management:
Routes on the 3DEXPERIENCE Platform are a set of
tasks to complete a given business activity. Routes provide a structured
strategy to organizing activities such as getting permissions for a new product
design. This not only saves time, but also guarantees uniformity and
traceability throughout the process.
We'll look closely at how workflows and procedures
are handled by Route Management.
STEP 1:
You just need to drag and drop the Route
Management widget from the Dashboard tab under Collaborative Industry Innovator.
STEP 2:
After selecting the Route Management app Click the
New Route button
STEP 3:
Click on properties tab > Specify Title >
Specify Description >
Click on Advanced option > Select Route Base
Purpose
STEP 4:
UNDER ROUTE BASE PURPOSE
Standard: The route may comprise
tasks meant merely for notification or information, or it may include tasks
requiring the assignee's permission or remark.
Approval: Only tasks requiring the assignee's approval are included
in the path.
Review: Only activities that call for the assignee's input are
included in the route.
STEP 5:
ROUTE COMPLETION
ACTION
Notify Route Owner: The route owner receives a
notification from the system after all tasks have been finished.
Promote Connected Object: If no other routes or
requirements are preventing promotion and the route owner has promoted access
for the connected objects, the system will automatically promote the object
after the route is finished. The completion of the route is also reported to
the route owner. Only if the route owner has promoted access to the object may
you use this option if you have previously provided content to the route.
STEP 6:
AUTO STOP ON
REJECTION
Immediate: The Route stops immediately
Deferred: The route stops after other tasks at the
current level are completed or rejected.
STEP 7:
Then click on content tab where you can add contents to review.
STEP 8:
Next, select tasks from which you can define processes, as indicated below.
Now the New Route has been Created.
The assignee will receive notification once the Route has been created.
