Designer Sample Orchestration Project

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Step 4. Setting Task Deadlines

You can specify one or more deadlines by which a task must be started and also one or more deadlines by which a task must be completed. If a start or completion date is missed, you can trigger one or more escalation actions. For example, if you set a start the task deadline for two hours after a task is created and the deadline is missed, you can send a notification to the task owner. Here are the deadlines you will set:

A start deadline that is triggered if the task is not claimed and started by a loanrep within 2 hours.

A completion deadline that is triggered if the task s not completed by a loanrep within 130 minutes.

Step 4a. Setting the Start Deadline

From either Participants or Outline view, select the approveTask node and select the Deadlines side tab in the Properties view.

Click the Add
button and set the properties for Deadline Type
to Start
, the Alarm Type
to Duration
and the Escalation Type
to Inline Notification
.

Press OK
.

Click in the blank value under the Expression
column and press the ellipses button (...) and set the duration expression to the following:

'PT120M'

. Include the single quotes in what you type.

Repeat steps 1-4 and create a completion deadline with a Duration Alarm Type for 10 minutes later (

'PT130M'

The two task deadlines appear in the Properties
view:

In the Outline view, select the Start Deadline and select the Escalations side tab in the Properties view.

Select the Inline Notification labeled InlineNofication1 and press the Go To
button.

In the Properties view, select the Notification tab and change the name to

TwoHourReminder

In the Outline view, expand the

TwoHourReminder

node and select the child node labeled

. This is the where you define the escalation action that is triggered if the deadline is reached.

In the Properties view, select the Notification tab and set the following properties:

Name
:

ReminderToReps

Priority
:

Press the ellipsis button to the right of the Notification Interface field.

In the Notification Interface
dialog that appears, navigate to the LoanApprovalPeople port type, and select the remind operation.

The remind operation is a one-way operation that notifies loanreps that a loan application has waited two hours for review. The Notification tab should look similar to the following:

In the Properties view, select the Presentation tab and set the following properties:

Display Name
:

Unclaimed Task reminder

Subject
:

There is a loan task waiting to be claimed. ({$lastname}, {$firstname}; ${$amount} priority {$priority})

Description Type
:

default

Description Content
:

A loan review has been unclaimed for 2 hours. Please go to your inbox and claim if appropriate.

In the Properties view, select the Presentation tab, press the ellipsis to the right of the Subject
field, and set the following presentation parameters:

Parameter	Type	Expression
firstname	string	htd:getInput('Document', 'approveTask')/loan:firstName
lastname	string	htd:getInput('Document', 'approveTask')/loan:lastName
amount	string	htd:getInput('Document', 'approveTask')/loan:amountRequested
priority	string	htd:getTaskPriority()

Your completed dialog should look similar to this:

Press OK
.

In the Properties view, select the Assignment tab, click in the Value field, and set the Recipients to loanreps and Business Administrator to loanmgrs.

Step 4b. Setting the Completion Deadline

In the Outline view select the Completion Deadline and press the Escalation tab in the Properties view.

Select the Inline Notification
labeled InlineNofication1 and press the Go To
button.

In the Properties view, select the Notification tab and change the name to

EscalateIfNotActedUpon

In the Outline view, expand the

EscalateIfNotActedUpon

node and select the child node labeled

In the Properties view select the Notification tab and set the following properties:

Name
:

NotifyReassignToManager

Priority
:

Notification Interface
:

remind/loanhuman:LoanApprovalPeople

In the Properties view select the Presentation tab and set the following properties:

Display Name
:

Escalated To Manager

Subject
:

This loan is being reassigned to loanmgr1 for review

Description Type
:

default

Description Content
:

Needs to be completed within 10 minutes!

In the Properties view select the Assignment tab and set the Recipients to loanreps and Business Administrator to loanmgrs, as you did in a previous step for Reminder to Reps.

In the Outline view select the Completion Deadline and press the Escalation side tab in the Properties view.

Press the Add
button and specify Reassignment for the Escalation Type
:

Select the Reassignment labeled
Reassignment1
and press the Go To
button.

In the Properties view select the Reassignment side tab and change the name to

ReassignToMgr1

In the Properties view select the Assignment
side tab and set the properties by pressing the ellipses (...) button in the Value
column:

Select Literal for the Type.

Press the Generate...
button

Change the value in

<ht:user>

from

Some User

loanmgr1

Press OK
.

Your Properties should look like the following:

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Table of Contents

Designer Sample Orchestration Project

Designer Sample Orchestration Project

Step 4. Setting Task Deadlines

Step 4. Setting Task Deadlines