Routing Role Definition
Avatar PM > RADplus Utilities > Document Routing > Rule Based Setup
The first required setup step for rule-based routing is to define the routing roles. Roles can determine what users have access to which queue to work in as well as various levels of administrator rights for managing the documents in the process.
Within this form, a routing role can either be added or edited. Once created, a routing role cannot be deleted. myAvatar does support the ability to deactivate a routing role if it is no longer in use by setting the Is this an active role? field to No on this form.
When filling out this form, pay attention to these two key fields:
| Field Name | Notes |
|---|---|
|
Show Completed Documents in Admin Dashboard |
If Yes is selected here, then the user will see the completed documents that have gone through the entire Rule Based Routing process. |
|
Show Unassigned Documents in Admin Dashboard |
If Yes is selected here then the user will be able to see the unassigned documents. |