Action resubmission

By clicking on the action“Follow-up” the following mask appears:

Notice:

Please note that if there is already a resubmission for a user via a specific contact, it will be overridden without comment.

Start

You define the start of the process step in the upper left corner. Here you have the choice between starting “After finishing the previous” or after “x days after previous”.

Responsibility

For the responsibility, you can choose between the process owner, the person in charge of the property or contact record linked to the process (provided, of course, that a property or contact record is linked to the process step) or a direct user. The process step is then visible for the corresponding responsible person under the running process and must then be created and completed by this person.

Deadline

You can define a deadline for the completion of this process step in days. If the process step has not been processed within the set time limit (specified in days) after start, an e-mail is sent to the process controller to inform him about the delay. You store the e-mail contact of the process controller in the process settings (wrench symbol).

Comment

Here you enter a reason or note why a resubmission is set.

House and contact symbol

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.