Document Management > Route Documents > Status

The Route Documents Status page enables you to determine the route document status.

note: Business group administrators can only search, view, and route plan documents and certification letter that are associated with business groups to which the administrators themselves are assigned.

Screen

Screen Shot 2017-01-30 at 9.04.09 PM

Route Documents Status

Required Fields

The following table describes the information you can specify when determining routing document status:

FieldDescription
Document TypeThe type of the document, from among the following:
• Plan Document
• Certification Letter
StatusThe status of the document, from among the following:
• In Progress
• Completed
• Aborted
Route TypeThe route type for the document, from among the following:
• Position
• Title
• Plan
• Positions
• Titles
Effective Date The effective date of the document.
Route TimeThe route time of the document.
Last Status TimeThe last status time of the document.

How to…

This section describes how to determine the status of routed documents.

Check the Status of Plan Documents and Certification Letters

1. Click the Document Mgmt tab, and then click Route Documents > Status in the secondary menu. The status screen appears listing the status for each document.

2. Filter the status using the drop-down lists, as required.

3. Click the Search button.

View the Log

1. Click the Document Mgmt tab, and then click Route Documents > Status in the secondary menu. The status screen appears listing the status for each document.

2. Filter the status using the drop-down lists, as required.

3. Click the View Log button.