Who is this article for?

Administrators who need to set up and configure Occurrence Routing in the system.

Access to the Administration module is required.

This article outlines the process for enabling and configuring Occurrence Routing within the system. Occurrence Routing allows you to define specific routes for Occurrences based on Type and Location, and assign stakeholders to receive notifications and actions related to the Occurrence.

1. Enabling and Configuring Occurrence Routing

1. Enabling and Configuring Occurrence Routing

To enable the Occurrence Routing:

1. Go to the Administration module.
2. Select Occurrence Routing Configuration.
3. Click Enable Occurrence Routing at the top of the screen.
4. Review the impact of enabling Occurrence Routing and then click Continue.

5. Click New.
6. In the Route Details screen, enter a meaningful name for your route.

Note: When possible, this should explain the purpose of the route.

7. Click the   icon to add a Type to the route.  Repeat this process until all relevant Types have been added to the route.
8. If you are using the Location field on your Occurrence records, use the plus icon to add relevant Locations to the route.

9. Click the Stakeholders tab.
10. Add a Stakeholder to the route.  A stakeholder is the person who will receive the e-mail messages relating to the Occurrence and any actions relating to the record will only appear on the My Actions/Workload of the stakeholders.
11. In the Workload tab, specify the actions that will be assigned to this stakeholder.
12. In the Messages tab, specify the e-mails that this stakeholder should receive.
13. Repeat this process for any additional stakeholders that should be setup on this route. 

14. Click OK to complete the Occurrence Route.

Important Note: If required, Incident Templates can be configured for routing which allows fields relating to ownership (e.g. Stage Owner) to be defined for each Location.