> For the complete documentation index, see [llms.txt](https://help.sentinelsoftware.com/sentinel-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sentinelsoftware.com/sentinel-help-center/access-requests/workflows-and-routing.md).

# Workflows & Routing

Workflows can be created to define default approval routings. Automatically assign Reviewers, Approvers, and Backup Approvers based on org criteria. 

{% hint style="info" %}
*The Request Module can be used without pre-configured workflows but requires the requesters to select the approvers manually.* 
{% endhint %}

Workflow Routing can be based on the following: 

* **Employee Job Information** - (Position, Job Code, Department, etc.)
* **Supervisors or Reports-To Positions** - Automatically selected from job data.  
* **Default Reviewer or Approvers** - Input the exact user. 
* **Notify** - Enable notifications for security role requests. 

<figure><img src="/files/08gMLpZgJXfRzbqyLXT3" alt=""><figcaption></figcaption></figure>

## Routing Criteria&#x20;

Routing jobs can be created with any combination of job information fields for each PS Pillar.&#x20;

Requests will be routed in the following order of priority:&#x20;

1. PeopleSoft Pillar (HR, Finance, CS, ELM)
2. Position
3. Job Code
4. Department
5. Location
6. Business Unit
7. Company
8. Region

<mark style="color:green;">**EXAMPLE**</mark>&#x20;

![](/files/WKj5JEQB0uRnGxaJoNPI)

* Access Requests for employees in **BUSINESS UNIT: GBIBU&#x20;*****and*****&#x20;DEPARTMENT: 100001** will route to Amy Adams for Review *and then* John Simmons for Approval.&#x20;
* Access Requests for the remaining employees in **BUSINESS UNIT: GBIBU** will route to John Patterson for Approval.&#x20;

## How to Create a Routing Job

Navigate to **Settings** - **Access Requests**.&#x20;

1. Select the '**Workflow**' tab, and click '**Add.'**
2. Use the dropdown to select a PeopleSoft Pillar.&#x20;
3. Search and input the job criteria and workflow recipients.&#x20;
4. Select '**Create**' to complete the automated routing workflow.&#x20;

{% hint style="info" %}
Only [**Sentinel or Access Request Admins**](/sentinel-help-center/settings/sentinel-accounts.md) can access workflows and create routing jobs. &#x20;
{% endhint %}

<figure><img src="/files/pT1fUdYJPbFs6wFBuWy5" alt=""><figcaption></figcaption></figure>