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Grace Period for document process

A document is submitted for approval. There is a defined length of time (grace period) that any approval can stay without being approved. If the document exceeds the grace period a reminder email is sent to the approver(s). If it exceeds the defined length of time times X (deadline period) then an email is sent to the requestor and a manager

• A field that defines the ‘grace’ period. This field must be editable by the document administrator

• A field that defines the ‘deadline’ period. This field must be editable by the document administrator

• Define ‘standard’ email text that is editable by the document administrator. The standard text could be different for each email

• Review the grace period and compare it to documents that have been put in approval

• Send an email based on the comparison to the approver(s) with standard text

• Review the documents and compare it to the ‘deadline’ period

• Send an email based on the comparison to the requestor and manager with standard text

can anyone help

thanks

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  • Best Answer
    Posted on Jan 22, 2005 at 02:17 PM

    Hi Venu,

    the most "straight forward" way to implement this is adding custom properties (if you want all these features per document, for documents, but in fact for the approval process is bound to a folder I would rethink if it doesn't make more sense also to put the additional properties on to the folder).

    For checking the times defined and emailing, you would have to implement a scheduler service (like the timebase publishing service).

    All together not that hard, but a bit of work.

    Hope it helps

    Detlev

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    • Hi Venu,

      I only said "like time based publishing service", I didn't say that you should use it. I only wanted to say: Look at how TBP service works, the same idea could be the basis for your implementation.

      Properties: Under System Administration -- System Configuration -- Knowledge Management -- Configuration -- Content Management -- Global Services you will find Property Metadata and Property Structures (with different subfolders). Just walk through them carefully to understand how properties are managed within KM. Once you got it, it's easy to implement/extend the given properties with your own ones.

      Hope it helps

      Detlev

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