Default ranges configuration

Here you can specify date ranges that would be applicable to your workflow.
  • TI acknowledges the fact that various workflows would have different review and submission periods.
  • Hence it allows you to specify more than one value separated by semi-colon.
  • These values would be populated in the dropdown during workflow creation, and you may choose a value as appropriate.

    Refer to the screenshot below:

    Each field above is editable, you can enter the values separated by a semi-colon. Each option is discussed in separate sections below:

  1. Review due date range (days)
    • Here you specify the days when the review would be due after claiming the documents for review.
    • You may specify multiple values, all of which will be populated in the dropdown while creating the workflow to enable you to select a value as appropriate.
    • The Returned Back is a new system status that can be given to a document when it is routed back to a previous workflow stage.
    • Hence, it is available from Approval Stage 2/QC2 onwards only.
  2. Review reminder range
    • Here you specify the days before the due date when emails would be sent out to the reviewers reminding them of the pending review.
    • If multiple values are specified, all of them would be populated in the dropdown during workflow creation, and you may select multiple values as required.
    • In the screenshot above, the Reminder schedule is 5;3;2 which means:
      • the reviewer will receive reminders 5 days before the due date,
      • then 3 days before the due date,
      • and then 2 days before the due date if the reviews are pending.
  3. Review release range days
    • Here you specify the days after the claim when the documents would be automatically released from the reviewer’s claim list.
    • The Auto release date is always greater than the due date.
    • It will not allow you to select a value less than the due date.
  4. Escalation frequency
    • Escalations are reminders about not completed reviews.
    • During workflow creation, an escalation group needs to be specified who will receive notifications about escalations.
    • Here, you specify the timeline for escalation notification frequency.
  5. Query reminder date range
    • If the user does not respond to a query with a document, reminder emails are sent to the query recipients on the nth days as specified here.
    • So if the setting is 10; 5; 3 reminders will be sent on the 10th day, 5th day, and the 3rd day.