Ride your route with a new colleague

My Route walks a new colleague through the whole ProperTax process and their own part of it, one stop at a time: what arrives at each stop and from whom, what they do there, what they leave behind and where the work goes next. Sit together, so they ask as you go.

• Your colleague's job roles are recorded on Workflow roles, beside their role in their department. A company administrator records them. Without them, they have no route of their own yet.
• A colleague who runs a department needs that department's manager role: their team's tasks are on their route too.

1. 1.
   Your colleague signs in and selects My Route in the left menu, under WorkFlow PM. On your own screen, choose their name in Whose route instead.
2. 2.
   Read the line together first: the stations, the client's row, their own stops and their team's.
3. 3.
   Select Ride my route (on your screen, Ride this route). Read each stop: what arrives, what is done, what it leaves behind and where it goes next.
4. 4.
   Move on with Next stop, or the right arrow key. Follow a link to a task before or after the stop to see it, even when it is not on their route. For an executive, the ride goes station by station: move on with Next station, and read the tasks done at each station and the engagements standing there now.
5. 5.
   At a stop, beside it, open the real task: Open my task when they hold it, or Open it on the engagement to see it on an engagement in progress, view only. On a card, Links, then See this stop on my route, brings them back to its stop.

• The title reads My Route on their screen, or their name's route on yours, and the sentence counts their stops.
• The last stop's Next stop is unavailable: you rode the whole route. For an executive, the last station's Next station is.

• My Route opens on the whole route with a notice and Ride my route unavailable: their job roles are not recorded yet. Ask a company administrator.
• Their name is not in Whose route: they hold no job role and run no department yet.