Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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.