We need to Chorus to be able to “self-trigger” based on a date, day, and length of time, (or other unit of measurement) to kick off a process automatically.
Examples:
An annual activity checks that a commercial building’s insurance has been renewed as required by the contract. 60 days prior to the insurance renewal date, Chorus would kick off the process that manages the checking of that renewed insurance.
Every 30 days an account manager needs to contact a client to see how they are doing. The trigger kicks off the process to have the call made and collect that latest data
Every February 2, and email must go out to clients to confirm their current beneficiary(ies) asking the client to go online and check.
The end results is that our clients would have a new function that they put at a start of a process to automatically kick it off based on the time structure.
A high percentage of work that happens every year based on a “plan year end date”. It would be extremely helpful if we could schedule/trigger work based on a date. A similar use case would also help us know if work that was supposed to come in on specific schedule like semi-monthly payroll contributions, an annual census update, or a required annual notification that should have happened but didn’t for some reason. (i.e. is this piece of BA/WT in the system for this client….no?....email the client or create a piece of work to find out why it’s missing)
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