Route to next user

Steps to Update the Route To (Next Submitter) in APP

Route To is used to change or add the next user responsible for submitting a form app

Users who can update Route To:

1. Form/PTW Creator
2. Administrator of the Creator (Subcon)
3. Maincon Admin
4. Last Submitter of the Form

A. Route To via the Records Page

1. Click the Apply HSSE PTW menu.
2. Click the folder icon.
3. Click the three-dot (⋮) button on the form you want to update or add the next user to.
4. Click Route To.
5. Change or add the next submitter, then click SAVE.
6. The next user has been successfully updated.

B. Route To via the PTW Plan Detail Page

1. Click Apply HSSE PTW.
2. Click your PTW Plan.
3. Scroll down and click the three-dot (⋮) button on the PTW Main Form.
4. Click the Route To menu.
5. Update the next submitter, then click SAVE.
6. The Route To next user has been successfully updated.

Note:
This feature is useful when the next user is unable to sign the document, if they are on leave or unavailable. The document can still proceed by rerouting it to a replacement officer.