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BPM Tab Header Fields

 
BPM Tab Header Fields
1

Template ID* Field

1. Template ID* Field
Required. An alphanumeric ID for the record.
2

Template Name* Field

2. Template Name* Field
3

Recalculate Due Dates Checkbox

3. Recalculate Due Dates Checkbox
Due dates are automatically calculated in the Workflow Tab when a record is submitted using the submit date and the Review Days defined in each approver step. If this box is checked, each time a workflow action is taken PMWeb will attempt to adjust due dates for remaining steps in the business process to take into account days saved or lost in the current step.
4

Single "All Must Approve" Email Checkbox

4. Single "All Must Approve" Email Checkbox
If this box is checked, for all multi-approver steps in the business process that have the "All Must Approve" option selected (see BPM Tab Define Steps Section), only one workflow email will be sent - when the last approver approves or any approver returns or rejects - rather than each time an action is taken.
5

Associate With Field

5. Associate With Field
If the template is associated with one or more record types here:
6

BPM Managers Section

6. BPM Managers Section
Use this table to add or delete BPM managers. BPM managers are allowed to edit records that have completed this business process, meaning the status of the record is "Approved", "Rejected", or "Withdrawn.
7

Overdue Alerts Section

7. Overdue Alerts Section
Use this section to configure alerts that can be issued when any step for this business process is overdue, or about to be.
 
  • Alert Active Checkbox - if unchecked, no alerts will be sent out
  • Days (+/-) - the number of days before or after the step is due to issue the alert
  • Role(s) - select one or more roles at the selected level to receive overdue alerts
  • Email - If this box is checked, emails are sent when the alert is triggered. See Portfolio/Setup/Message Templates/Alerts Tab for information about configuring alert emails.
  • Onscreen - If this box is checked, an event is added to View Events inbox for the user assigned to the role at the selected level