Closing a Routing Task

Routing tasks can only be marked complete in the Routing tab. Some routing tasks are setup to automatically close once all the associated sub-tasks are closed, while others have to be manually closed. Only the employee assigned to the routing task (in the Work Flow Setup Tasks record) has permission to close it, unless the "Anyone Can Close" box in the Tasks record is marked. If no one is assigned to the task, anyone can close it.

Note: The system uses the employee login ID to determine if a user has permission to close a routing task.

To close/complete an active routing task, complete the following steps:

1. Select the active routing task from the top grid (task must have a status of "pending").
2. Right-click and select Complete Step.  It may take a few seconds for the task status in the grid to read "complete."  Then the status of the next routing task will change from "in-active" to "pending" and any associated sub-tasks will appear in the Work Tasks grid.

   Note: If you have more than one task with the same step number, you may have two tasks "pending" at the same time.