Ad Hoc Recipients
The Ad Hoc Recipients section allows you to interrupt the normal workflow routing of the document and include individuals or workgroups in the routing path. Ad Hoc Routing does not supersede the normal workflow routing of the document but is in addition to the normal routing.
The Ad Hoc Recipients section has two subsections: Person Requests and Ad Hoc Workgroup Requests. Use one or both of the sections to route the document to a person, workgroup, or both.
Figure 67 Ad Hoc Recipients Section
Table 15 Ad Hoc Recipients Section – Field Descriptions
|
Field |
Description |
|
Action Requested |
Required. Select the desired action from the Action Requested list. The choices (APPROVE, ACKNOWLEDGE, and FYI)are actions the recipient is asked to perform.
|
|
Person or Workgroup |
Required when you want to route the document to an
individual or workgroup for the action requested. You may route to
one or both. Enter a user ID name or registered workgroup name as
appropriate or use the lookups |
|
Actions |
Add and Delete command buttons are available for either section to add or delete a line (table row) containing your selections. |
|
|
Click add in the Actions column to add the current line after you’ve completed your entry/selection to add the Person or Workgroup to the routing path for the document. |
|
|
Click to delete the current line. |
For more information about the Ad
Hoc routing see “
to select
them. 
|
|
This section appears on the Proposal Actions page of the Proposal Development document. |
