Pacing recertifications and escalations

Summary When many modules fall due together, PaT can pace the escalations that follow. In System Config, Escalation/Recertification Throttle is how many overdue recertification or audit escalations each person gets at a time, and Escalation/Recertification Delay is how many days the rest wait. System Activity charts the throttled recertifications.

Steps

Step 1

On your dashboard, open System Administration and click System Config.

Step 2

Find Escalation/Recertification Throttle and Escalation/Recertification Delay (days).

Step 3

Throttle is the number of overdue recertification and audit escalations each person gets at a time. Leave it empty, or 0, to send them all at once.

Step 4

Delay is the number of days the rest wait: when a person has more than the throttle, the deadlines of the others move out by the delay plus one day, and they are paced again when they fall due.

Step 5

Only recertification and audit escalations are paced. Other overdue tasks escalate straight away.

Step 6

Click Submit at the bottom of System Config to save.

Step 7

To see the effect, open System Activity and click Recertifications. It charts historical, forecast and throttled recertifications over the number of days you choose.