The Auto Escalate option allows the system to automatically accelerate a workflow stage so that records are not stuck or halted at a particular stage.
For example, if an approver fails to or is taking too long to approve/reject a record, the system can advance the request to the next person in the workflow.
The Auto Escalate option:
- MUST be turned on by the user, as, by default, the option is set to No.
- Should ALWAYS be set to NO at:
- Stage 1 as this is the data entry stage or record creation stage - the record has not yet gone anywhere and therefore CANNOT be escalated.
- The Final Stage of the workflow as this is the last stage and therefore CANNOT be escalated.
- Can be set to Yes at Stage 2 and onwards if required.
The Auto-Escalate option MUST be set to No for the two (2) Workflow Stages when Reporting Relationships are used.
System Configurations>>Workflow>>Workflow Definition>>[expand record]>>Workflow Stages>>[open record]
Auto Escalate Action: the options for selection are:
- GO TO NEXT STAGE: the record will move to the next stage in the workflow.
- REJECT AND STOP WORKFLOW: the record will be disallowed and stopped.
- UPDATE MODULE: the record will be posted and HR Transactions updated.
Auto Escalate (Days): the number of days after which the record should be automatically moved forward.
Void After (Tries): the number of attempts after which the record can be cleared or invalidated if escalation fails.