Path: Main Menu > Admin Tools Menu > Form Builder

About

Routing Rules can be set up for Forms so that the Form requires signatures from specific people or teams. Once the first user within a step signs the Form, the routing will continue until the Form passes to all users who are required to sign. For multi-user Case Roles, you can enable functionality to allow for a single user's signature to fulfill the Routing Rule for the entire Case Role (Example: Nursing Team contains person A, person B, person C and person C signs the Form, the Routing Rule has been fulfilled for the Nursing Team). Contact NSS Support and reference setup variable: MultiUserCaseRoleFormRouting to enable this functionality.

Set Up Form Routing Rules

1. Navigate to the Form Builder by following the path above.
2. Choose a Form from the SELECT FORM drop-down.
3. Click the Edit This Form button.

1. Click the Setup Routing Rules button.

1. Click the Add button .
2. In the Step field, type a number or use the up and down arrows to select a number. 
3.  In the Requires Signature By drop-down, select a Role.

1. (Optional) In the Rule Description field, enter a description of the rule.
2. Click the Add button to add other Form routing rules as necessary.
3. Click the Save Changes button.