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Find routings

Goal

Find, filter, and open routings.

Who it is for

clerk

Preconditions

  • You are signed in to the correct tenant.
  • You have permission for this action.

Steps

  1. Go to Routings.
  2. Use search and filters (status, party, date) to narrow results.
  3. Open a row for detail, or start New to create.

Result

You can locate the right routing quickly.

BlueMatrix Help — product documentation for tenants