About Document Routing
Routing Basics
Approvals in DaFIS are accomplished through electronic routing of the financial and maintenance documents created in the system. Most documents follow a standard routing chain, as seen below.
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When the initiator clicks OK on a document, routing is begun; the system records this as an "approval" by the initiator |
| Account manager routing is standard for most documents in DaFIS; see the list of exceptions |
| Review hierarchy is an optional routing, established by the department; it can be to an individual (not recommended) or a workgroup (recommended) |
| Special Conditions routing exists on some documents, based on the document type, object level, etc.; this routing is maintained by central business units (e.g., Accounting) |
| Account reviewer is an optional routing maintained by departments; it is for information only, not for approval, and occurs once all approvals are complete |
