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Job Aid
Add a Route Map
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ADD A ROUTE MAP 3
Add a Route Map
Explanation Screenshot
In this simulation, you
will add and save a
route map from the
SuccessStore.
You will also verify
that a role is
associated to all
existing steps in the
Modify and Signature
Stages of the route
map.
(1) In the Search for
actions or
people field, enter
Manage Route
maps.
In the following steps,
you will see the
administration tool for
configuring route
maps in the system.
(2) Select Manage
Route maps.
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ADD A ROUTE MAP 4
Explanation Screenshot
(3) Choose View your
route map list.
(4) Open the Add
New Route Map list.
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ADD A ROUTE MAP 5
Explanation Screenshot
In the following steps,
that option will allow
an administrator to
create a new route
map based from pre-
configured route
maps from the
SuccessStore.
(5) Select Choose
from Library.
(6) To display
additional Template
Names, select the
scroll bar to scroll
down.
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ADD A ROUTE MAP 6
Explanation Screenshot
(7) Select the PM -
Manager Only
Review .
In the following steps,
it will add the
selected route map
from the
SuccessStore to the
instance.
(8) Choose Add to
my Instance.
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ADD A ROUTE MAP 7
Explanation Screenshot
In the following steps,
you have to provide a
new name for the
route map.
(9) In the Name: field,
enter Calibration
HRK826 Route Map.
In the followimg
steps, you will see
the configuration
page for the new
route map.
(10) Choose Save.
(11) Open the Admin
Center list.
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ADD A ROUTE MAP 8
Explanation Screenshot
(12) Select Home.
You have
successfully added
and saved a route
map from the
SuccessStore.
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