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Ad Hoc Route an e-Doc

Updated: 12/7/15

Steps

  1. Within the e-doc, click the show button to open the Ad Hoc Recipients tab.
  2. Select the Action Requested (for either Person Requests or Ad Hoc Group Requests):
    • FYI (For Your Information) – routes the e-doc to a group’s or individual’s action list. This does not interrupt the regular routing process.
    • Approve – routes the e-doc for additional approval and interrupts the routing process. Routing is resumed after the e-doc attains the additional approval(s).
    • Complete – routes the e-doc to an individual or group who will complete the e-doc. This interrupts the regular routing process. Routing is resumed once the e-doc is completed and submitted.
    • Acknowledge – routes the e-doc to a group’s or individual’s action list for acknowledgment. This does not interrupt the regular routing process.
  3. Click in the Person field and enter the MSU ID or look up person the person you want to ad hoc route your e-doc.
  4. Click the add button in the Actions column to save your ad hoc request.

Variations

  • To ad hoc route to a group, click in the Names text box and enter the group name or look up a group name. Performing a lookup also retrieves and enters data in the Namespace Code text box.
  • To ad hoc route an e-doc once it is in workflow, click the send ad hoc request action button after completing the above process.

Michigan State University