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.

  1. Review due date range (days).
    1. Here you specify the days when the review would be due after claiming the documents for review.
    2. 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.

  2. Review reminder range
    1. Here you specify the days before the due date when emails would be sent out to the reviewers reminding them of the pending review.
    2. 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.
    3. In the screenshot above, the Reminder schedule is 5;3;2 which means:
      1. the reviewer will receive reminders 5 days before the due date,
      2. then 3 days before the due date,
      3. and then 2 days before the due date if the reviews are pending.
  3. Review release range days
    1. Here you specify the days after the claim when the documents would be automatically released from the reviewer’s claim list.
    2. The Auto release date is always greater than the due date.
    3. It will not allow you to select a value less than the due date.
  4. Escalation frequency
    1. Escalations are reminders about not completed reviews.
    2. During workflow creation, an escalation group needs to be specified who will receive notifications about escalations.
    3. Here, you specify the timeline for escalation notification frequency.
  5. Query reminder date range
    1. 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.
    2. So, if the setting is 10; 5; 3 reminders will be sent on the 10th day, 5th day, and the 3rd day.