Routing Magazines/Serials

The routing feature in the Serials Module in WorkFlows will print a routing slip for staff to pass around a newly checked in magazine/serial.

If you have not used the routing feature in the past, please contact SEO to set up how the Routing Slips will print.

Since serial control records need to be created each year, routing slips will also need to be created each year.

To create routing information:

1. If the serial control for the title has already been created, from the SERIALS toolbar, click on the Modify Control wizard. Otherwise, you can create the routing list when you create the yearly control record.
   
2. Search for the serial that needs to be routed and bring up its serial control record.
3. Click on the Routing tab.
4. Click on the Create A New Routing helper.
   
5. Input the User ID and rank for the routing slip. If you are unsure of the staff member User ID, you can use the gadget in the User ID field to search for the user. Users with a lower rank number will receive the issue ahead of users with a higher rank.
6. Click Create Routing.
   
7. Repeat steps 4-6 to add additional users to the routing list.

Once a routing has been created, other helpers will become available to modify the routing order.

Modify a Routing

Delete a Routing


Copy a Routing


Transfer a Routing to a different user (can be used to transfer all routings to a new user)

Note: Users must have the Allow Routing checkbox selected on their user account otherwise they will not appear on routing slips.