ESCALATE WORKFLOW ACTIVITIES

Use this screen to identify and escalate overdue workflow activities. A message/activity or email (if it is set up), is automatically sent to an associated escalation role. This escalating process provides another means of identifying and preventing potential bottlenecks in the workflow process. When the sum of the activity duration times (Expected Duration (Hours) and Additional Time Allowed (Hours) as set up in the Activity subtask of the Manage Workflow Models screen) has expired, the activity is considered overdue and will be processed by this function.

You can escalate activities for a range of workflows, subsystems, cases, and activities. Before processing, we recommend that you print the Escalate Workflow Activities Report using on the toolbar to review which workflow activities have been marked for escalation. You can also print the report when you perform the escalation process.

You can use this screen process at any time to check for overdue activities. Because this process can be run through the job server, you may consider running this process along with your other daily or weekly job server runs.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to specify the range of workflow activities you want to escalate.

Workflow

Use this drop-down list box to select the range of workflows you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting workflow, as applicable.

End

Use this field to enter, or use to select, the ending workflow, as applicable.

Subsystem

Use this drop-down list box to select the range of subsystems you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this drop-down list box to select the starting subsystem, as applicable. The following options are available:

End

Use this drop-down box to select the ending subsystem, as applicable.

Case

Use this drop-down list box to select the range of cases you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting case label, as applicable.

End

Use this field to enter, or use to select, the ending case label, as applicable.

Activity

Use this drop-down list box to select the range of activities you want to use. The following options are available:

The default selection for this field is All. If you have a large number of jobs, you may not want to use the default option.

Start

Use this field to enter, or use to select, the starting activity, as applicable.

End

Use this field to enter, or use to select, the ending activity, as applicable.

Sort By

Use this group box to specify how to sort the data in this report.

1st Sort

This field displays that this process is initially sorted by Workflow.

Page Break

Select this check box to insert a page break in between each workflow entry.