Notifications for late timesheets

[Catherine Schwartz]

I'd like to set up notifications when timesheets are late. is it possible to go to the user & manager? I'm not sure how to set up. Advice is most welcome!

[Thiago Pimenta]

Hi Catherine, I believe that two ways can be implemented:

In workflows, it is possible to count the time since the beginning of a step and if this time is exceeded without sending the timesheet, someone is notified.

This method is only bad depending on the volume of timesheets and how the workflow would start. Perhaps starting via gelscript, filtering only areas that actually fill the timesheets and also leaving an exit condition for automatic completion of the process in case of XX time, thus preventing the process from running forever.

Another way, but it depends on further development, is a periodic routine that checks the database for the group of resources that did not send the timesheet and notifies the manager. In my opinion, this option is better and puts less strain on the BG, since processes that have been started for many days or forever in Clarity are not kept. In this case, both the verification and the sending of emails can be implemented directly in gelscript, creating an HTML table of the late resources and sending it to whoever you want within the system.

I hope I helped.

Thiago Pimenta

[Luis Palacios]

Long running processes is a common housekeeping discussion, we normally recommend against them, except when using them for approvals and with certain considerations.

Would highly recommend exploring the process with a custom script, would allow for the flexibility to send emails, customize their content using html and run on a scheduled basis without significant impact / long running processes.

[Luis Palacios]

Hi Catherine, echoing some of Thiago's comments, we normally advice against long running processes unless they are used for approval processes and with some considerations i.e. mechanisms to eventually terminate them.

Creating a script based action within a process would allow you to customize the email, use html on its content and run them through a schedule or similar. Which is a really common use case for script based processes.

[Bob Schwartz]

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