Use the People Extra Information (US Federal Workflow Routing Groups) to add an employee or contingent worker to a Routing Group and assign that person roles within the Routing Group.

For a list of roles and their related actions, see Processing an RPA Based on Role

   To add a person to a routing group:

1. In the People window, enter the person's name and choose Find to initiate a search for the user you want to add to the routing group.

2. Choose the Other button on the user's People window and choose Extra Information.

3. Choose US Federal Workflow Routing Groups from the Extra Information list and choose the Enter button.

4. Place your cursor in the Details field and click the mouse to display the US Federal Workflow Routing Groups flexfield.

5. Place your cursor in the Routing Group Name field and choose the List of Values button on this window. Select a routing group and choose OK.

6. In the Default Routing Group field, type Yes to assign this routing group as the user's default routing group.

   A user can have only one default routing group. Type No, if the user has already been assigned a default routing group.

7. Assign roles for this user by typing a yes or no for each role.

   When you add a user to a Routing Group's Groupbox, you can override the roles you assigned that person here. (This is only true for Groupboxes, not Routing Lists.)

   See: Processing an RPA Based on Role

8. Choose OK. Choose Validate on the Extra Information window to save and validate the information.

9. Repeat steps 6 through 9 to assign another routing group.

   See: Setting Up Routing Groups, Setting up Groupboxes, Setting up Routing Lists