Customized Routing Sheet

The sections displayed on the vertical menu at the left side of the routing sheet can be controlled through the Manage Routing Sheet utility. 
This utility allows you to select those sections of the routing sheet that are relevant to your work. For example, the sections required by an organization that is in the Tax category would differ from an organization in the Financial Service or Bookkeeping category.

Customize the Routing Sheet:

1. From the My View Page, Select the Utility Gear.
2. Select Setup Utilities > Manage Routing Sheet.
3. From the Category drop-down, select the relevant category to which you would like to apply this template.
4. From the Available Sections, select the sections that you want to display in the routing sheet. These sections will now appear under Selected Sections. The grayed sections are mandatory and cannot be hidden.
5. Apply Changes
   • Click Restore Default to revert to the default settings for this category
   • Click Save to apply the template for this category
   • Click Save to all Categories to apply this template to all the categories
6. To view the new routing sheet sections, log out of the CCH Axcess Workflow application and then log in to the CCH Axcess Workflow application. Select the Routing Sheet of a Task in the Category you just updated.

Effects of Hiding Sections on Tasks in My View

When you clear selections in the Manage Routing Sheet utility,

• These sections are hidden in My View. 
• Actions that correspond to the hidden sections cannot be performed.

Hidden Sections (Fields) in My View and Advanced Search
The settings in the Manage Routing Sheet utility modify the columns that are displayed in the My View and Search results. When you clear selections in the Manage Routing Sheet utility, the values for these columns are not displayed in My View and Advanced Search results.

Action Buttons in My View

The sections that are hidden in the Manage Routing Sheet utility also affect the actions that can be performed on tasks in the My View and Search Results pages through the action buttons. In particular, when you hide (clear check box beside) Points and Extension, the actions Add Points and Create Extensions cannot be performed on tasks for that category.

Tabs in Bulk Move

The sections that are hidden in the Manage Routing Sheet utility do not appear as tabs in the Bulk Move grid.