Send Overdue notification to one / more approvers

[nchamid]

My workflow has three approval stages, If Approver A approves, Approver B gets notified, same with Approver C. Our business requirement is,

•       Notify Approver who haven't approved (either A / B / C) the item and if it's due 3 days, after 3 days notify every day until the item is approved.
• If any of the Approver is on vacation, Can we skip him and send notification to next Approver (or) if they set up some auto-redirect in their email? ( I am not sure, whether this is possible, because when they are on Vacation, usually they setup automatic email redirect )

This is how, each of my Approval stages are configured,

   

Can someone help ?

[murphybp2 · Accepted solution]

If the person goes on vacation, they can setup a delegate for their tasks.  If you click on your name in the upper right hand corner of a site, then select the Nintex menu, you'll see an option for task delegation.  You'd just need to teach the users to do that when they go on vacation. 

[murphybp2]

On second thought, if you use the Assign Flexi-Task that will help you with both your issues.  You can set up a number of reminders at intervals like you're wanting.  You can also setup an escalation process.  So if someone doesn't respond to a task after a certain time period, it could be delegated to someone else.  

[nchamid]

Brendan Murphy Thanks for your help.

Can you show me a sample, how to setup 3 day overdue as first notification and 1 day after it, in Flexi-Task ?

[nchamid]

This is really cool. Just confirming, this is what you're speaking about, right ?

Will this be automatically turned off after the specified time ? (or) User just need to delete this delegation, once they are back ?

Many thanks for this suggestion.

[murphybp2]

Yes, that's what I'm referring to.  If you click on "Task Delegation" you'll see that you can set up time intervals.  So someone could even pre-plan a delegation time. 

[nchamid]

Yes, I was able to figure out delegation time. What if, the user wants to turn off his delegation ? Do they need to delete this (or) will it be expired after 'Until the end of' date ?

[murphybp2]

Unfortunately the default Flex-Task reminders only allow for a static time period.  For your scenario you would need to configure an alternate way for the daily reminders.  The easiest way would be to create a site workflow that queries your task list for any outstanding tasks that are more than 3 days old, and then send those people assigned to the task a reminder.  You can schedule that workflow to run every day at a specific time. 

[murphybp2]

It will stop delegating after the end date. 

[nchamid]

Got it, Thank you.