Use this screen to identify and escalate overdue workflow activities. A message/activity or e-mail (if it is set up), will automatically be 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 __ Hrs and Addtl Time Allowed __ Hrs) has been exceeded, the activity is considered overdue and will be processed by this function. Both the escalation role and activity duration times are set up in the Define Workflow Models screen.
You can escalate activities for a range of workflows, subsystems, cases, and activities. Before processing, you should print the Escalation Activities report to review which workflow activities have been marked for escalation. You can also print the report when you perform the escalation process.
You can run the Escalation Activities process at any time to check for overdue activities. Because this process can be run through the Process Server, you may consider running this process along with your other daily or weekly process server runs.
Use this drop-down box to select the range option that determines which workflows will be included in the escalation. Options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning workflow of the range you want to include in the escalation. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select the ending workflow of the range you want to include in the escalation. If you select "All" or "To End" in the Range Option field, this field will be inactive.
Use this drop-down box to select the range option that determines which subsystems will be included in the escalation. Options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning subsystem of the range you want to include in the escalation. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select the ending subsystem of the range you want to include in the escalation. If you select "All," "One, or "To End" in the Range Option field, this field will be inactive.
Use this drop-down box to select the range option that determines which cases will be included in the escalation. Options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning case of the range you want to include in the escalation. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select the ending case of the range you want to include in the escalation. If you select "All," "One, or "To End" in the Range Option field, this field will be inactive.
Use this drop-down box to select the range option that determines which activities will be included in the escalation. Options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning activity of the range you want to include in the escalation. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select the ending activity of the range you want to include in the escalation. If you select "All," "One, or "To End" in the Range Option field, this field will be inactive.
Changes to this screen update the WF_ACTIVITY_INBOX table.