Scheduling overdue reminders

  1. Select Transition Management > Schedule > Overdue Reminders.
  2. Specify this information:
    Organization
    Select the organization to which the reminder applies. To apply the reminder to all organizations, do not specify this field. Instead, select Run For all Organizations.
  3. Click Schedule.
  4. Specify this information:
    Scheduled Action Name
    This field automatically populates with the name of the at risk reminder.
    Notification Type
    Specify when the reminder is run.
    Type Description
    Never Notification is disabled.
    On Failure Notification occurs only when the process does not run successfully
    Always Notification occurs for all run attempts, successful and not
    Action Group A special notification type for actions that invoke other actions. It means a success notification is sent when the entire group is finished. However, if any action group member fails, then a failure notification is sent. If an action is invoked in the background outside the action group, then that action inherits this notification type but starts its own, separate group. If the administrator email configuration parameter defined, then that address receives failure emails regardless of the above setting.
    Email Address
    Specify the email address to which a notification is sent.
  5. In the Email Duration Notification area, specify this information:
    Email Address
    Specify the email address to which a notification is sent.
    Threshold Minutes
    Specify the number of minutes that an action can run before a misfire in processing occurs.
  6. In the Scheduling Details area, specify this information:
    Schedule Type
    Specify the frequency with which the action is run.
    First Time To Run
    Specify the date and time the action is run initially.
    Last Time To Run
    Specify the date and time the action is run for the last time.
    Schedule Exclusion
    To exclude the reminder for a period of time, specify a period of exclusion. Exclusions are configured by Async Administrators in the Landmark framework.
    Schedule Exclusion Set
    To exclude the reminder for multiple exclusions, specify an exclusion set. Exclusion sets are configured by Async Administrators in the Landmark framework.
    Run Action Concurrently
    Specify this option to run the action together with other actions.
  7. In the Action Failure Configuration area, specify this information:
    Strategy
    Specify a strategy that is employed in case the action fails.
    Report Options
    Specify to receive the schedule report.
    Threshold Minutes
    Specify the number of minutes that an action can run before a misfire in processing occurs.
    Number Of Retries
    Specify the number of times the system retries the action when it fails.
    Continue On Failure To Run
    Select this feature to continue to run the action when errors are occur, rather than stopping the action when an error occurs.
  8. Click OK.