Step 7: Auto-Escalate Workflow Stages
System Configurations>>Workflow>>Workflow Definition>>[+]>>Workflow Stages>>[Select Record]
Auto-Escalate
The Auto Escalate option enables the system to automatically advance a workflow stage, ensuring that records don't get stuck or delayed at any point. For example, if an approver is unable or takes too long to approve or reject a record, the system will automatically move 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.
Auto-Escalate
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 After (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.
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