Ad Hoc Recipients Tab

The Ad Hoc Recipients tab allows you to interrupt the normal workflow routing of the document and include individuals or groups 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 tab has two sections: Person Requests and Ad Hoc Group Requests. Use one or both of the sections to route the document to a person, group, or both.

Ad Hoc Recipients tab field definitions

Field Name	Description
Action Requested	Required. Select the desired action from the Action Requested list. The choices are APPROVE, ACKNOWLEDGE, COMPLETE and FYI.    Use COMPLETE option to ad hoc route incomplete financial documents to another user for completion, or for review prior to approval routing. The document would be fully editable by the person to whom it was ad hoc routed.
Ad Hoc Group Requested	Required when routing the document to a group. Enter a group name or select it from the lookup.
Person	Required when routing the document to an individual. Enter a user ID or select it from the lookup.

•      Click the Add button in the Actions column to add the current line.

•      Click Delete button in the Actions column to delete the current line.

More:

Route Log Tab