Modifying Due/At Risk Period for a Specific Workflow Request

Workflow Manager 2013 R2

The due date of a workflow request, and the date at which it is at risk of being late, are calculated using a combination of the Workflow Due Period, Workflow at Risk Period, Exclude Weekends, Existing Holidays and Length of a Work Day settings. Initially, these are all taken from the SLA settings defined for the workflow request’s associated project (see Modifying Default SLA Calendar Settings for details). However, you can override the default Workflow Due Period and Workflow at Risk Period values for a specific workflow from its Workflow Progress page.

To modify the SLA settings for a workflow request:

1. In the navigation bar, open the Workflows group and click Workflows By Project in the Workflow Request subgroup. The Workflows by Project page opens.
2. Locate the project containing the workflow request you want to update. For details about sorting or filtering the project list, see Using List Features.
3. Click the Select hyperlink to the left of your chosen project. The Project Summary page opens.
4. Locate the workflow request you want to update, then click its Select hyperlink. The Workflow Progress page opens.
5. Select the Properties tab.
6. In the Service Level Agreement section, update the Workflow Due Period and Workflow at Risk Period fields.
7. Click Update. The new values you specified will be applied to this workflow request and used in reporting. In addition, the Workflow Due Date field further up on this page will be automatically updated based on the Workflow Due Period value.

See Also