Excel Sheet Download 11592 | Routingtemplatenewormodifyformj

Partial file snippet.

Sheet 1: Update Existing Rtg Template

	
	
	
	
	
	
	
	
	
		Tab required when renaming existing E2 Hierarchy Names or if changes to existing Routing Templates should be made.  Columns E-G are Routing Pool Names which are configurable by Agency.   The columns may not reflect the applicable header for your Agency and can be changed if needed and columns may be added if you have more levels of approval not shown.

The Action dropdown contains four options: 
1) Update Routing Template Name: When updates to the hierarchy result in changes to minor customer names, the associated routing template(s) and its routing pools must be updated to match the new minor name. Select Update Routing Template Name (column A), enter the existing routing template name (column B), and provide the new routing template name (column C).
2) Replace Routing Pool: Select Replace Routing Pool (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), and/or Approved (column G) pool(s). The existing routing pool for that step will be removed and replaced with what is entered on the spreadsheet. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
3) Add Approval Step in Routing Template: Select Add Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to add to the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
4) Remove Approval Step in Routing Template: Select Remove Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the existing routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to be removed from the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
*Review the Routing Configuration by User Interactive report (RTG001I) to review existing routing details (i.e., routing template names and associated routing pools, assigned travelers, routing template application information such as applied at profile or minor customer etc.). The input controls box allows you to drill down to certain portions of the hierarchy or search by entering full or portions of the routing pool or template name in the Routing Pool Name (Contains) field. You can also export this report as an Excel file and create a pivot table to organize the routing data and review the routing structure. 
		

		

		

	
	
		ACTION
		EXISTING ROUTING TEMPLATE NAME
		NEW ROUTING TEMPLATE NAME
		CBA 
		REVIEWED 
		CERTIFIED 
		APPROVED
		COMMENTS
	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	
	
		

		

		

		Required
		

		

		

		

	



Sheet 2: New Routing Template

	
	
	
	
	
	
	
	
		Tab required when renaming existing E2 Hierarchy Names or if changes to existing Routing Templates should be made.   Columns D-F are Routing Pool Names which are configurable by Agency.   The columns may not reflect the applicable header for your Agency and can be changed if needed and columns may be added if you have more levels of approval not shown.

The Action dropdown contains four options: 
1) Update Routing Template Name: When updates to the hierarchy result in changes to minor customer names, the associated routing template(s) and its routing pools must be updated to match the new minor name. Select Update Routing Template Name (column A), enter the existing routing template name (column B), and provide the new routing template name (column C).
2) Replace Routing Pool: Select Replace Routing Pool (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), and/or Approved (column G) pool(s). The existing routing pool for that step will be removed and replaced with what is entered on the spreadsheet. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
3) Add Approval Step in Routing Template: Select Add Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to add to the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
4) Remove Approval Step in Routing Template: Select Remove Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the existing routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to be removed from the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools.
*Review the Routing Configuration by User Interactive report (RTG001I) to review existing routing details (i.e., routing template names and associated routing pools, assigned travelers, routing template application information such as applied at profile or minor customer etc.). The input controls box allows you to drill down to certain portions of the hierarchy or search by entering full or portions of the routing pool or template name in the Routing Pool Name (Contains) field. You can also export this report as an Excel file and create a pivot table to organize the routing data and review the routing structure. 
		

		

		

	
	
		Routing Template Application
		NEW ROUTING TEMPLATE NAME
		CBA 
		REVIEWED 
		CERTIFIED 
		APPROVED
		COMMENTS
	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required
		

		

		

		

	
	
		

		

		Required

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet update existing rtg template tab required when renaming e hierarchy names or if changes to routing templates should be made columns eg are pool which configurable by agency the may not reflect applicable header for your and can changed needed added you have more levels of approval shownthe action dropdown contains four options name updates result in minor customer associated s its pools must updated match new select column a enter b provide c replace newupdated reviewed certified f andor approved g that step will removed replaced with what is entered on spreadsheet type na cells no those add remove from review configuration user interactive report rtgi details ie assigned travelers application information such as applied at profile etc input controls box allows drill down certain portions search entering full field also export this an excel file create pivot table organize data structure cba comments df...

Related files

Share

Help

Tab required when renaming existing E2 Hierarchy Names or if changes to existing Routing Templates should be made. Columns E-G are Routing Pool Names which are configurable by Agency. The columns may not reflect the applicable header for your Agency and can be changed if needed and columns may be added if you have more levels of approval not shown. The Action dropdown contains four options: 1) Update Routing Template Name: When updates to the hierarchy result in changes to minor customer names, the associated routing template(s) and its routing pools must be updated to match the new minor name. Select Update Routing Template Name (column A), enter the existing routing template name (column B), and provide the new routing template name (column C). 2) Replace Routing Pool: Select Replace Routing Pool (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), and/or Approved (column G) pool(s). The existing routing pool for that step will be removed and replaced with what is entered on the spreadsheet. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. 3) Add Approval Step in Routing Template: Select Add Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to add to the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. 4) Remove Approval Step in Routing Template: Select Remove Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the existing routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to be removed from the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. *Review the Routing Configuration by User Interactive report (RTG001I) to review existing routing details (i.e., routing template names and associated routing pools, assigned travelers, routing template application information such as applied at profile or minor customer etc.). The input controls box allows you to drill down to certain portions of the hierarchy or search by entering full or portions of the routing pool or template name in the Routing Pool Name (Contains) field. You can also export this report as an Excel file and create a pivot table to organize the routing data and review the routing structure.
ACTION	EXISTING ROUTING TEMPLATE NAME	NEW ROUTING TEMPLATE NAME	CBA	REVIEWED	CERTIFIED	APPROVED	COMMENTS
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required
			Required

Tab required when renaming existing E2 Hierarchy Names or if changes to existing Routing Templates should be made. Columns D-F are Routing Pool Names which are configurable by Agency. The columns may not reflect the applicable header for your Agency and can be changed if needed and columns may be added if you have more levels of approval not shown. The Action dropdown contains four options: 1) Update Routing Template Name: When updates to the hierarchy result in changes to minor customer names, the associated routing template(s) and its routing pools must be updated to match the new minor name. Select Update Routing Template Name (column A), enter the existing routing template name (column B), and provide the new routing template name (column C). 2) Replace Routing Pool: Select Replace Routing Pool (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), and/or Approved (column G) pool(s). The existing routing pool for that step will be removed and replaced with what is entered on the spreadsheet. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. 3) Add Approval Step in Routing Template: Select Add Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the new/updated routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to add to the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. 4) Remove Approval Step in Routing Template: Select Remove Approval Step in Routing Template (column A), enter the existing routing template name (column B), and provide the existing routing pool name for the Reviewed (column E), Certified (column F), or Approved (column G) pool(s) to be removed from the template. Type N/A in the routing pool cells (columns E-G) if no updates are required for those pools. *Review the Routing Configuration by User Interactive report (RTG001I) to review existing routing details (i.e., routing template names and associated routing pools, assigned travelers, routing template application information such as applied at profile or minor customer etc.). The input controls box allows you to drill down to certain portions of the hierarchy or search by entering full or portions of the routing pool or template name in the Routing Pool Name (Contains) field. You can also export this report as an Excel file and create a pivot table to organize the routing data and review the routing structure.
Routing Template Application	NEW ROUTING TEMPLATE NAME	CBA	REVIEWED	CERTIFIED	APPROVED	COMMENTS
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required
		Required

Related files

Share

Share to social media

Help

Login Area