Workflow Activity Options page

The Activity properties Options page contains default options for the Activity.

  • Email notifications required for this Activity - sets Content Manager email notifications for this Activity.

    The email messages generated also depend on which system options are set.

    See System Options, Email Notifications for Activity/Action Assignees.

    • When it is assigned - emails the Assignee
    • When it is reassigned - emails the new Assignee
    • When it is undone - emails the Assignee
    • When it becomes ready to start - emails the Assignee
    • When it becomes overdue - emails the Assignee or Supervisor if Assignee is not available

      • Send Activity overdue reminder Email - select this option to send a reminder email to the Activity assignee when the Activity is overdue by the set reminder interval period.
        Activity overdue reminder interval (in Days) - type in the number of days an Activity can be overdue before a reminder email is sent.

    • When it is completed - emails the Assignee when the Activity has been completed by someone else
    • When it is skipped - emails the Assignee
    • When it is escalated - emails the Escalated To Location
    • When it becomes ready for authorisation - emails the authorising Location
    • When notes modified - emails when the notes is updated or added to the activity
  • Options for completing this Activity
    • Automatically complete once started - sets the Activity to be automatically completed once it has been started

      NOTE: Content Manager can complete an Activity automatically only if it has 0 or 1 result.

      If there is more than one result, this option cannot be set.

      If this option has already been selected, the New Result option will be unavailable.

  • Hide the completion dialogue if possible - displays only the necessary.

    For example, if an Activity has been set to Automatically complete once started, Content Manager does not display it for the user.

    NOTE: If an Activity has no documents to create and has no result to choose and the user is not set to change start or complete date and time, Content Manager will not display a dialogue.

    Otherwise, Content Manager will only display necessary pages.

  • Requires authorisation before it can be finally complete - if selected, the Activity must be authorised.

    When such an Activity has been completed and there is no existing authorising Location, Content Manager will create a default authorisation Location.

    The default authorising Location will be the Activity's supervisor or the Workflow's supervisor.