Creating a workflow with scheduled reminders

Contents

Overview

Use case: Notifications that a task is due to be completed is a common requirement in grants administration. These reminders are particularly important when it comes to the completion of progress reports once a grant has been awarded. Automating these reminders reduces the administrative burden on internal staff members. This can also be helpful in the case of multi-year grants or grants with multiple reporting requirements, which can be time consuming to follow up on manually

Example: An application gets approved by a grants administrator. A report schedule is created with due dates set at 3 month intervals between the start and the end date of the grant. Automated notifications can be scheduled to remind the individual responsible to complete the task in a timely manner.

A Workflow is a set of repeatable steps used to automate and streamline your business processes within the system.

Configuration - Essentials

Click the Menu Icon and under the System Processes , click the Workflows link. You can also access this by going into the Global settings -> System

 The Workflows page is displayed. Click on the plus button to create a new workflow.

Select the Workflow type. The type will dictate what options will be available when creating tasks and where the actions will occur. For this workflow, we’re going to be selecting Tracking Activities. We are selecting Tracking Activities for this workflow because we are looking at level 2 records which in this case are the reports.

Appendix

Options and Settings

General Settings

Option	Description	Example

Display Settings

Option	Description	Example