Multi status processes

What does this mean for your organization?

• At a mail level, there are multiple statuses (each mail in the process will have its own status).
• The overall Process Status is calculated from the highest status of all the mails.

 

Process Status in order of priority:

Overdue: The latest mail with a response required has passed the due date. (highest priority)

Outstanding: The latest mail with a response required is within the due date.

Responded: The latest mail with a response required has been responded to, but the process has not been closed.

Closed: The process has been closed. (lowest priority)

In the case of multiple statuses, the following attributes are calculated from the highest status after applying any filters.

• Completion Status
• Ball in Court
• Action
• Overdue

 

Example

An organization Majestic sends a mail to Splice and Arkitera.
Splice responds to Majestic with a response required mail.

The initial mail is still outstanding, but now Majestic has received a mail with a response required. This has created a second status in the process for Majestic. They can see 'Expecting Response' and 'To Respond'.

Org.	Process ref	Completion status	Action	BIC	Overdue
Majestic	MAJ-A-000072	Outstanding	Expecting Response	Arkitera	n/a
		Outstanding	To respond	Majestic
Arkitera	MAJ-A-000072	Outstanding	To respond	Arkitera, Splice	n/a
Splice	MAJ-A-000072	Outstanding	Expecting Response	Majestic	n/a

With the action filter set as Any, the status is calculated from the highest status. In this case, both statuses are Outstanding, but if one of the mails becomes overdue, then the overall status would also be overdue.

Org.	Involved As filter	Action filter	Process count	Status
Majestic	Initiator	Any	1	Outstanding
	Initiator	Expecting response	1	Outstanding
	Initiator	To respond	1	Outstanding
	Participant	Any/ER/TR	0	N/A
Splice	Initiator	Any/ER/TR	0	N/A
	Participant	Any	1	Outstanding
	Participant	Expecting response	1	Outstanding
	Participant	To respond	0	N/A
Arkitera	Initiator		0	N/A
	Participant	Any	1	Outstanding
	Participant	Expecting response	0	N/A
	Participant	To respond	1	Outstanding