Assigning an expiration reminder policy to a WorkFlow process

In this step, assign a priority and the associated expiration reminder policy to the WorkFlow process. You also provide instructions for handling requests that reach their expiration time without being processed.

The selections that you make in this pane apply to the steps of the requests that are generated with this process. For example, take a process that comprises three steps - Generation, Authorization, and Execution. The action and other options that you specify here apply at the end of each step, if the associated request is not processed by the appointed manager or operator.

Make your selections for the options that are described in the following table.

Table 1. Options for the Reminder pane in the definition of a WorkFlow process
Option	Description
Priority	Assign a priority level. The priority level specifies the time that the step of the request reaches its expiration. It also determines the expiration reminder policy that is taken before this time. The priority goes from High to Unassigned. It must be already configured in Workflow Priority under Settings.
Action at expiration	Select which action is taken for the request if it expires and remains unprocessed.
Enable Priority override	Flag this option to specify that the manager or the operator, who submits the request in Service Center, can change the priority. In this case, the Priority field in the panes of the request in Request Center is enabled.
Escalation Process	Choose an escalation process if you selected the Escalate action after the request step expires. The escalation process must be already defined, based on the Redirect Management context and on the Redirect for Expiration functionality.
Send Notification after the Action at expiration	Select to send a notification, when the action is triggered at expiration time. If you flag this option, the options that follow are enabled.
Template	Select the template that is used to assemble the text and the placeholder keys for the notification that is sent. The template must be of type Reminder and must be already defined. Remember: Depending on the definition of the template, the notification can be sent by email, SMS, or both.
Email Recipients	If the notification is sent by email, select the recipients. Flag one or more types of recipients. Requested For Send the email to the beneficiary of the request. Requested By Send the email to the generator of the request. Approvers Send the email to the approvers involved into the process. Fixed Addresses Send the email to other users. Specify the email addresses, separating them with semicolons, in the related field. For each type, select if the recipient is direct, carbon copy, or blind carbon copy. Select Preview to display a preview of the email.
SMS Recipients	If the notification is sent by SMS, select the recipients. Flag one or more types of recipients. Requested For Send the SMS message to the beneficiary of the request. Requested By Send the SMS message to the generator of the request. Approvers Send the SMS message to the approvers involved into the process. Fixed Phone Numbers Send the SMS message to other users. Specify the mobile telephone numbers, separating them with semicolons, in the related field. Select Preview to display a preview of the SMS message.

Select Next to assign a role (with the Assign tab) to the activities of the process.

Select Save to save your process definition.