Deadline exceeded event type

Rules to monitore exceeded deadlines check whether a date field exceeds a certain deadline.

Here you can select all fields with a date for the selected data record type. You define a deadline for one of these fields before or after the date.

Examples

• Mister Jones works as head of the service department. He wants to be informed about unfinished tasks. He wants to be notified if the start date of an unfinished task is exceeded by more than 180 days.
• Mister Thatcher is personnel manager. If the probation time of employees runs out, he wants to be notified.

If you want to monitor events like birthdays, anniversaries or recurring events, use the Anniversary event type.

• Enter an end date. If you monitor exceeded deadlines, you monitor a certain date. The rule is not performed for data records in which the monitored date lays before the end date.

You thus prevent the respective actions being activated for former data records when implementing a new rule.

This means that today's date is entered as default value for the final date which you can then change.