Use the Routing Groups and Groupboxes and Routing Lists maintenance forms to set up your routing groups, groupboxes, and routing lists.

Before you can assign employees and contingent workers to a groupbox or routing list, you must assign each person to a routing group. To set up routing groups, groupboxes, and routing lists, follow this sequence of actions:

1. Define your routing groups using the Routing Group and Groupbox Details window or the Routing Group and Routing List Details window.

   See: Setting up Routing Groups

2. Assign users to routing groups and to roles within that routing group using People Extra Information. See: Adding a User to a Routing Group

3. Set up groupboxes and add users to them. See: Setting up Groupboxes

4. Set up routing lists and add users to them. See: Setting up Routing Lists

   Note: Once you initiate an RPA or Position Description from a routing group, it stays within that routing group. You cannot redirect it to another routing group.