TRANXACT.AI Help
Platform › Automation

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.

Where to find it

  1. Module: Platform
  2. Group: Automation
  3. Section: Automation
  4. Screen: Time Limits

Address in the console: /platform/sla-policies

List · 8 columns · 10 fields on its form · 1 of them required · 1 action

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

ColumnKindField name
ForStatussubject
NameTextlabel
Allowed (h)Numberdue_hours
Remind after (h)Numberremind_after_hours
Escalate after (h)Numberescalate_after_hours
Escalate toStatusescalate_to
ReassignYes or noreassign
ActiveYes or nois_active

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

FieldTypeChoicesNotes
For required Choice Workflow and automation approvals, Purchase order approvals, Purchase requisition approvals, Hiring request approvals, Agent approvals, Support tickets
Name Text
Hours allowed Number Used when the approval or ticket carries no due date of its own.
Remind, hours after due Number
Escalate, hours after due Number An agent approval is reminded half way to its expiry and escalated just before it, and its expiry moves on by this many hours.
Escalate to Choice The manager of whoever has it, A role, A person, Nobody (remind only)
Role Choice Looked up from existing records
Person Choice Looked up from existing records
Move it to them Yes or no Otherwise they are added beside whoever has it, where it can hold two, and told to chase.
Active Yes or no

What you can do here

Sweep now

On the toolbar, above the list.

Sweep the time limits now

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Beside it in Automation