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Escalations and Reminders

Reminders notify users about due or overdue tasks. Escalations bring unresolved items to a responsible person, group, or reporting channel.

Notification timing, recipients, and report content are configured by administrators.

Reminders​

Reminders are notifications that help users keep tasks moving. They may be sent by e-mail, shown in dashboards, or included in reports.

Typical reminder triggers:

  • task due soon,
  • task overdue,
  • document waiting too long in a status,
  • missing approval,
  • missing correction,
  • open accounting work.

Escalations​

Escalations are stronger than reminders. They inform another person, group, or report recipient that a task has not been completed in time.

Escalation behavior depends on configuration. It can be based on due date, lifecycle state, approval level, client, department, or workflow role.

What Users Should Do​

When receiving a reminder:

  1. Open the linked task or dashboard.
  2. Check whether the task is still open.
  3. Complete the required action if possible.
  4. Add a comment if clarification is needed.
  5. Forward or request correction if another person must act.

Do not ignore repeated reminders. They usually indicate that a process is blocked or overdue.

Why a Reminder May Be Wrong​

A reminder can appear wrong when:

  • the task was completed after the report was generated,
  • the user is still listed as assignee,
  • a substitution is active,
  • the document status did not change as expected,
  • due-date metadata is incorrect,
  • the reminder job used stale data,
  • the user lacks access to the linked document.

If this happens repeatedly, send the reminder e-mail, document ID, and timestamp to support.

Due-Date Reports​

Due-date reports summarize open or overdue items for users, teams, or administrators.

Reports are useful for operational control, but they should always be interpreted with current status and permissions in mind.