Organization Level Approval Routing
Routing in FSDirect allows you to automate your approval process. It tells the system where to send a schedule for approval. Schedules can be automatically routed based on the Location, Building, Room, Organization or any combination of the four.
Organization based approval routing automatically routes a schedule based on the requesting Organization.
How to Set Up Organization-Based Routing
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Click on the Account Setup tab.
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Hover your mouse over the Shortcuts menu and click on the Setup Schedule Status Routes link.
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The first route that you will establish is one for any new request that has been Submitted into the system.
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Under the Add New section, select Submitted from the Status drop-down menu.
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Choose the name of the organization in the Organization drop-down box.
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Leave the When Routed To drop-down blank.
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Choose the name of the person responsible for the initial approval of the schedule for this organization in the Route To Next drop-down.
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Click the Add New button to save. This route now moves up to the list of routes at the top of the page.
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The second route that you will create will look very similar to the Submitted route. It tells the system who to send the request to once it has been approved by the first person in the route.
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Under the Add New section, select Approved from the Status drop-down menu.
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Choose the name of the organization in the Organization drop-down box.
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In the When Routed To drop-down, select the name of the first approver. Choose the name of the second approver in the Route To Next drop-down.
NOTE The first approver's name should be the same approver listed in the Submitted route.
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Click the Add New button to save. This route now moves up to the list of routes at the top of the page.
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