Manually Routing Items

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Staff can route items manually from several locations in the Ares client. Routing items allow staff to manually bypass the typical workflow. This is helpful when a particular item needs to be put into a custom queue for specialized processing, has missed a step or needs to skip a few steps. Routing is available from the Item form, the status queues, and searches item results list.

When an item is routed it is moved to the new status and the Tracking and History entries on the History tab reflect the status change. If a routing rule is associated with the new status queue, the item will be processed according to that routing rule. 

Routing Items from the Item Form

To route an item from the Item form:

  1. Select and open the Item form from an item list or search results.
  2. Click the Route button located on the Home ribbon.
  3. Choose the new status queue for the item.
  4. A confirmation popup asks you to confirm that you want to manually route the item.
  5. Click Yes to continue.
  6. The item is routed to the new status.
  7. The new status is displayed on the Status Bar of the Item form.

Routing Items from the Status Queues and Search List

To route an item from status queues or search list results:

  1. Select and open the status queue or perform an Item Search to locate the item.
  2. Click on the item(s) you want to manually route to a new status queue.
  3. Click the Route button located on the Process ribbon.
  4. A confirmation popup asks you to confirm that you want to manually route the item.
  5. Click Yes to continue.
  6. The item is routed to the new status.
  7. If the item is routed from a status queue it is removed from the grid. If the item is routed from search results the change is reflected in the Current Status field of the item in the grid.

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