The follow-up date in the Request (under the Request tab) is the date which determines when the problem is overdue. The Follow-up Date field is auto-calculated based on the Status Date + the value specified in the Overdue Days field.
The Overdue Days field in the Work Flow Setup Problems module is where you specify the number of days before an open request (with that particular problem) is considered overdue.
Note: The Overdue Days field must be populated for the overdue problem notification to be sent.
The overdue notification is always sent to the supervisor's email, but can be sent to additional recipients based on the settings in the General > Notifications Setup module.
The Overdue Notification field in the Work Flow Setup > Problems module is where you specify which email notification will be automatically sent when the request is considered "overdue."
Overdue notifications are processed on the server each night by the Lucity PM Service. They'll be processed at a time specified by your system administrator. Overdue Problem notifications are based on the Follow-up Date field in the Request (on the Request tab). You must have the SMTP email type selected in the Work > Program Options > Notification tab (for Access clients or in the Lucity Administration Tool for SQL Server or Oracle users) as this is the only setting that supports notifications in an unattended environment (i.e. on your application server). Check with your email administrator to ensure that the SMTP setting is enabled for your system.
Note: Notifications generated from imported field data are processed when you synch. Only email notifications can be sent regarding imported field data.
Any Request notification can be overridden in the Request by checking the corresponding override button on the Department/Utility Locates tab. Otherwise the notification is sent automatically upon saving the record.
Note: When any of these check boxes are marked, the system will NOT send the corresponding notifications. Work Notifications may also be overridden in the Work Ordermodule.
How To
Setup a Problem to generate an overdue notification