Retention and Dunning Periods

Workflows may contain retention and dunning periods.

Work Items with a Retention Period

• Work items with a retention period will only be displayed in the My incoming messages inbox once the retention period has expired.

• Work items with a retention period are indicated with a Retention period icon in the Current workflows inbox.

  The following applies if you are using enaio® mobile on a smartphone:

  On smartphones, work items with a retention period are not flagged with a special icon.

• If you are the process owner of a workflow with a retention period, you can do the following in the Current workflows inbox also during the retention period:

  • view the workflow details (see Viewing Workflow Details).

  • assign work items to other users or roles (see Assigning Work Items).

  The following applies if you are using enaio® mobile on a smartphone:

  You cannot view workflow details in enaio® mobile on a smartphone.

Work Items with a Dunning Period

• Work items whose dunning period has expired will be indicated with a My incoming messages icon in the workflow list in the Current workflows and Exclamation mark inboxes.

  The following applies if you are using enaio® mobile on a smartphone:

  On smartphones, work items whose dunning period has expired are shown in red; they are not indicated with the Exclamation mark icon.

• Work items whose dunning period has expired can trigger the following actions:

  • E-mail notification

    Depending on the configuration of the workflow model, you or other users can be notified by e-mail about the missed deadline.

  • Clearing a personalization

    1. Depending on the configuration of the workflow model, personalizations can be automatically cleared after a pre-specified dunning period has elapsed.
    2. If a dunning period has been assigned to a work item, the personalization of the work item can be cleared once the dunning period has elapsed so that it can be edited by other users with the appropriate rights (e.g., users with the same role and substitutes) (see Personalizing Work Items and Clearing Personalizations).

  • Reassigning a work item

    Depending on the configuration of the workflow model, work items whose dunning period has expired can be assigned to other users or roles contingent on their presence status or substitution rules; this can also be done by the process owner (see Assigning Work Items).