WORKFLOW
Follow-up schedule
Use a Follow-up schedule to set up when and how often a Follow-up rule is to be run. You can attach more than one Follow-up schedule to a Follow-up rule if you have different processes that should be performed at different times.
Remember to add one or more Actions to each Follow-up schedule. This is done by right clicking the Follow-up schedule and selecting Add -> Action and the action you want from the menu.
Configuring a Follow-up schedule
To create an Follow-up schedule, right click a Follow-up rule and choose Add -> Follow-up schedule.
Properties
General
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Name - the name "Follow-up schedule" is generated automatically but it may be changed
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Description - an optional text describing the object
Configuration
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Run date, relative to parent schedule - an Adjusting function indicating when the schedule should be run in relation to the Event schedule. E.g. to run 5 days after the Event schedule is run enter +5D in the field. Click the icon to the right to use the Date calculator.
A Follow-up schedule is activated along with the Event schedule it belongs to.
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Access control
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Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
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Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
