Release a Route

Before you begin

  • The route that you want to release must contain at least one operation.
  • Each operation in the route must be associated with at least one piece of equipment.
  • The approval workflows must be created in the Approval Cockpit application under Release Route section.
The below image shows different workflows created under Release Route section in the Approval Cockpit application.

Procedure

  1. In the Route Editor page, select the route that you want to release.
    The Edit Route page appears.
  2. Select , and then select Release.
    A message appears, specifying that the action cannot be reversed, and prompting you to confirm if you want to release the route. Also, you can view the workflows that are configured under Release Route. The production line of the workflows is same as the production line of Route Editor. You can select workflow and trigger the release process.
  3. Select Release.
    • If you select the Auto Approval process, then approval workflow is not required, and the route moves to released state.
    • More than one workflow can be created for each production line. You can select the workflow that the route must follow for the approval in order to get released.
    • Once the valid workflow is selected, the route is displayed in the Pending Approval tab until all the levels are approved.
    Note: You can configure a Pre Call on Release Route in the Configuration application. This Pre Call operates before the route is released for approval.
    Note: The route is released automatically if all the pending approvals are approved, and no user action is required. The route is moved back to the draft status if it is rejected at any level during the approval process.

Results

The route will be in Pending Approval status. Once all the approvals are completed, the route will be moved to released status. This route is now available and can be linked to a work order.

What to do next

Use the route in a work order.
Note: A work order is created in an Enterprise Resource Planning (ERP) application and imported into Plant Applications Web Client using the Plant Applications Enterprise Resource Planning (ERP) scheduler and import services. For more information, refer to the Plant Applications ERP Integration Guide. The work order is then consumed in the Work Order Manager, Unit Operations, Work Queue, and other modules. For more information, refer to corresponding sections of the documentation.