Automation
What the background jobs found and what became of it, how far each may act by itself, when an approval or a ticket left alone is chased and escalated, and the folders and mailboxes whose documents become drafts.
17 steps · 10 questions · 7 screens on this shelf
The screens on this shelf
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Automation Results
Everything a background job handed over: what it found, the level it was handled at, and what became of it. The people it was for see theirs in My approvals.
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Automation Levels
How far each background job may go by itself: tell people what it found, ask for approval and then act, or act and tell them. A job with no level here only tells.
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Time Limits
When an approval or a support ticket left alone is chased, and when and to whom it is escalated. Only what falls due after a limit is written is swept.
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Reminders & Escalations
Every reminder and escalation the time-limit sweep made.
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Document Intake
Folders and mailboxes whose documents become DRAFTS: a supplier invoice, a sales order. Nothing is ever posted; the file is attached to the draft it made.
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Intake Log
Every file intake took in: what it read, the draft it made, or why it needs a person.
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Event Delivery
Events a subscriber (workflows, agent triggers, webhooks) could not take: retried with backoff, then set aside after five attempts. Send one again once the cause is fixed.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.