Default Ranges Configuration
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 will serve to populate the related dropdown menu 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.
- 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.
- 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.
- 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.
- 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.
- 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.