Technote (FAQ)
Question
Is it possible to have a workflow assignment automatically reassigned or escalated after a certain amount of time has passed?
Cause
In Maximo 4 and 5 to do an Escalation in Workflow all you did was to populate the 3 Escalation related fields on the Assignment row in Task Properties. This changed starting with Maximo 6. To get the same functionality as in Maximo 4 and 5 you must use this procedure.
Answer
In Maximo 6 and 7 you need to use both the Workflow Designer and the Escalations applications.
In the WF Designer you have to populate these fields on the Task Node Properties dialog box for a blue Task node:
- Escalation Role
- Time Limit
The Escalation Role says who, for example the assignee's Supervisor, gets the Assignment after the Time Limit has been reached. The Time Limit is specified as hh:mm (hours:minutes). To get the Assignment to Escalate 48 hours after it was initially made enter 48:00.
Optionally you can also use the Calendar Based? checkbox to specify that the Time Limit be measured on the Calendar of the Assigned User on their Person record instead of being measured on an elapsed 7 days per week, 24 hours per day calendar. If the User's Calendar shows they only work Monday through Friday an Assignment with a 48 hour Time Limit that was made late on Friday would be escalated before the User came in on Monday if Calendar Based was not checked. With it checked the Escalation Time Limit would not start being measured until Monday and then only for the number of hours per day as shown on the User's Calendar.
Then use the Escalations application to set up an Escalation that will actually cause the re-assignment to happen based on the parameters specified on the Task Node Properties dialog box in the WF Designer.
Create an Escalation which Applies To the WFASSIGNMENT object. The Escalation then calls an Action (created in the Actions application) that runs the WFESCALATE Application Action. This is what makes the Reassignment to the Escalation Role happen. You can add Communication Templates to the Escalation on the Notifications tab to send out email.
Select a Schedule for how often the Escalation should run such as every hour. Make the Escalation Active using the Select Action menu.
Create an Escalation Point based on the Due Date of the WF Assignment. The Due Date is the date the Assignment was first created plus the Escalation Time Limit specified for the Assignment on the Task Node Properties dialog box in the WF Designer. Use a Condition for the Escalation such as the one shown below.
Here is a sample Escalation and a sample Action:
(here is the Condition shown below so you can cut and paste it:
assignstatus = 'ACTIVE' and escrole is not null and wfid > 0 )
Action created in the Actions application:
When all this is done, the WF Assignments will escalate to the Escalation Role once the Time Limit has passed and the Escalation has run.
source: http://www-01.ibm.com/support/docview.wss?uid=swg21457361
- Escalation Role
- Time Limit
The Escalation Role says who, for example the assignee's Supervisor, gets the Assignment after the Time Limit has been reached. The Time Limit is specified as hh:mm (hours:minutes). To get the Assignment to Escalate 48 hours after it was initially made enter 48:00.
Optionally you can also use the Calendar Based? checkbox to specify that the Time Limit be measured on the Calendar of the Assigned User on their Person record instead of being measured on an elapsed 7 days per week, 24 hours per day calendar. If the User's Calendar shows they only work Monday through Friday an Assignment with a 48 hour Time Limit that was made late on Friday would be escalated before the User came in on Monday if Calendar Based was not checked. With it checked the Escalation Time Limit would not start being measured until Monday and then only for the number of hours per day as shown on the User's Calendar.
Then use the Escalations application to set up an Escalation that will actually cause the re-assignment to happen based on the parameters specified on the Task Node Properties dialog box in the WF Designer.
Create an Escalation which Applies To the WFASSIGNMENT object. The Escalation then calls an Action (created in the Actions application) that runs the WFESCALATE Application Action. This is what makes the Reassignment to the Escalation Role happen. You can add Communication Templates to the Escalation on the Notifications tab to send out email.
Select a Schedule for how often the Escalation should run such as every hour. Make the Escalation Active using the Select Action menu.
Create an Escalation Point based on the Due Date of the WF Assignment. The Due Date is the date the Assignment was first created plus the Escalation Time Limit specified for the Assignment on the Task Node Properties dialog box in the WF Designer. Use a Condition for the Escalation such as the one shown below.
Here is a sample Escalation and a sample Action:
(here is the Condition shown below so you can cut and paste it:
assignstatus = 'ACTIVE' and escrole is not null and wfid > 0 )
Action created in the Actions application:
When all this is done, the WF Assignments will escalate to the Escalation Role once the Time Limit has passed and the Escalation has run.
source: http://www-01.ibm.com/support/docview.wss?uid=swg21457361
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