Scheduled Rules

> Customize > Scheduled Rules

Scheduled Rules let you carry out a series of actions on specific dates and times. They can be set up to repeat. For example, you can create a Scheduled Rule that runs automatically, once a month, to assign all recent cases with a dissatisfied customer to a Review team.

To create or modify a Timer Event:

1. Go to Designer >Case Types > {case type} > Timer Events
2. Select an existing event, or click [New Event]
3. Fill in the information below
4. Click [Save]

Basic Information

• Name - Give the timer event a name.
• Enabled - Designate the event as enabled or disabled. (Disable it to keep it from firing, without deleting it.
• Type -

• Case Timer Event - The elapsed time is relative to the overall case.
• Task Timer Event - The elapsed time is relative to a specific Task (choose which).
• Calendar Event - The event occurs at a fixed (possibly repeating) date and time. (For example, every 3rd Friday of the month.)

• Execute - Execute the Rule Set(s) associated with the event:

• The specified number of Hours, Days, Business Days, Weeks, or Months
• Before or After
• The value of the specified date/time field associated with the Case or Activity:

• Case: Date Modified, Date Created, Completion Date, Target Date, or Deadline Date
• Activity: Date Started, Target Date, or Deadline Date

Execute Rule Set

Choose one or more Rule Sets to execute when the specified time has elapsed. Then rearrange their order of execution (top to bottom), add more, or remove entries from the list, as needed.

Example:Assign Cases to a Review Team

This rule runs once a month. It assigns all recent cases with a dissatisfied customer to a Review team. __TBD__