PCard RouteIT Process PCard Program Administrator: Eric Engelmeyer UWF Procurement and Contracts

PCard RouteIT Process

PCard Program Administrator: Eric EngelmeyerUWF Procurement and Contracts

What is RouteIT?

RouteIT is a UWF system that sends a form or other online documentation to multiple employees who each do their part to complete a process. After one person completes his or her task, the route is sent to the next person in the process.

PCard RouteIT

Cardholder Request

The next person in the process receives an email notification and an item in their RouteIT inbox. They must take action before the route moves on to the next person in the process.

The initiator clicks a link in Argus to open the RouteIT form. Once completed, the form is sent to the next person in the process.

Initiator Next Steps

Cardholder Request is completed and PCard is issued End of Route

Inbox in Argus

Initiator Next Step Next Step End Process

Topics

Starting a RouteIT processIf you receive a route from someone elseTracking a routeGetting HelpLearn more about RouteIT

Starting a RouteIT Process

You or someone else on your behalf is the initiator and may initiate a request.

Initiator Next Step Next Step End Process

Starting a RouteIT Process

Click a link with a cog icon.

Starting a RouteIT Process

Initiator form.

Starting a RouteIT ProcessNext page

of form contains the RouteIT document and buttonsto start the request.

Starting a RouteIT ProcessView

Document

Starting a RouteIT ProcessUse buttons

to start the request.

Starting a RouteIT Process

Comments: Shared or privateStart Routing: Sends form to next person in

processDelete Request: Cancels requestDetour Request: Sends to someone not

normally included in the processSave and Return to Route List: Saves any

information you entered so that you can complete the form later

If you Receive a Route…

You are the next person in the route process and must take action.

Initiator Next Step Next Step End Process

If You Receive a Route…Two ways to receive a route.

1. RouteIT box onDirectory tab inArgus

2. Email Notification

If You Receive a Route…

Step One: Click the Route link in the main menu.

If You Receive a Route…Step Two: Click View Document to view full

size document.

If You Receive a Route…Step Three: Respond.

◦Comments◦Deny ◦Approve ◦Detour◦Save and

return to Route List

Tracking a RouteTracking allows you to see what stage the

route is at and any comments that are entered.

Anyone in the route process can track the route once it is past their part of the process.

Initiator Next Step Next Step End Process

Tracking a routeOpen RouteIT from the box on the Directory tab. Click on Services and click on RouteIT.

Tracking a route using search

Getting HelpHelp is provided at the RouteIT my home

page in Argus. The “help” menu provides instructions for each step in the process. Click on help.

Getting HelpThe “help” menu provides instructions for

each step in the process. Click on drop down to select PCard Route.

Getting HelpThe “help” menu provides instructions for

each step in the process. Click on View Help.

Getting HelpThe “help” menu provides instructions for

each step in the process. Click on Route Path to go directly to desired step.

Getting HelpThe “help” menu provides instructions for

each step in the process. Click on the step number to enlarge Route Screen Shots.

Getting HelpThe Route Screen Shots correspond to

each step in the process. Screen Shot displayed for Step 1.

Getting HelpThe Route Screen Shots correspond to

each step in the process. Step 2.

Getting HelpThe Route Screen Shots correspond to

each step in the process. Step 3.

Learn More About RouteITDocumentation and online tutorials

available in the IT Knowledgebase or at http://uwf.edu/help/kb/routeit

PCard RouteIT Reference GuideKeep the PCard RouteIT Reference Guide

handy to provide you with information.

PCard RouteITThank you for attending.