Creating cycle processes

To create a cycle process:

  1. Select Configuration > Cycle > Cycle Process.
  2. Click New. Specify this information:
    Name
    Specify the name of the cycle process.
    Description
    Specify the description of the cycle process.
    End of Working Day
    Specify the completion time for the cycle process events, based on the default time zone.
    Default Time Zone
    Specify the time zone in which the tasks and events occur for this cycle process.
  3. Click New in the details pane. Specify this information for each event that must be executed in the cycle process:
    Event
    Specify the name of the event.
    Workflow Definition
    Specify the corresponding workflow definition from the ION Desk.
    Start by Day
    Specify the Period from which the event must start in the cycle period.
    Period
    Specify when the event is started in the cycle period.
    • Before Start of Period
    • After Start of Period
    • Before End of Period
    The start date is determined based on the number of days that are defined in the Start by Day field. For example, if the (start) Period field is set to Before Start of Period, and the Start by Day field is 2, the event is started two days before the next cycle period's start date.
    Completed by Day
    Specify the number of days from the (end) Period, that this event must be completed in the cycle period.
    Period
    Specify when the event is completed in the cycle period.
    • Before Start of Period
    • After Start of Period
    • Before End of Period
    The completion date is determined based on the number of days that are defined in the Completed by Day field. For example, if the (end) Period field is set to Before End of Period, and the Completed by Day field is 2, the event is completed two days before the cycle period end date.
    Alert Days
    Specify the number of days prior to the completion date that an alert must be generated for this event.

    For example:

    • A cycle period range is from 1-30.
    • Start by Day = 5 days Before Start of Period.
    • Completed by Day = 15 days After Start of Period.
    • Alert days = 3.

    An alert is generated on the 12th, three days before the expected completion date (15th).

  4. Click Submit.