How do I edit the status report grace period for scheduled status reports in v14.2?

In v14, PowerSteering introduced two new capabilities. First we provided the ability to set a grace period for each of the available status report frequencies - weekly, biweekly, monthly and quarterly. Second we provided the ability to set a grace period that was either shorter than or equal to the status report period end date. In v14.2, PowerSteering updated the capability to add a third component. Now administrators can use the Question Reminder agent settings to configure status reports to expire before the status report period end date, on the status report end date, or after the status report end date. This article describes how to edit the status report grace period for scheduled status reports.

Note: Please see the article Important Information About Status Report Changes for more information about differences between status report timing in v14 and v14.2.

To view a brief tutorial video please scroll to the bottom of this article.

1. Click Agents

Click Agents
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Agents.

2. Click Question Reminder Agent

  • Click Question Reminder Agent.

3. Click Remind Users of Pending Questions

  • Click the Remind Users of Pending Questions task.

4. Click Edit

  • Click Edit.

5. Edit Agent Task Details

  1. Edit agent task details.
  2. Click Submit.

Agent Task: The name of the task.

Is Active: Specifies whether the task is enabled.

Interval: Specifies how often the task runs.

Oldest Log Age: Specifies how long to retain agent task log entries.

First Run Time: Specifies the task's first run time.

Next Run Time: Specifies the task's next scheduled run time.

Expiration Date: Specifies when the task expires (if at all).

Parameters: Options specific to each agent task.

  • Grace Period in Days: Determines the number of days that elapse before reminder emails cease. If the grace period elapses, and the user has not answered the question, the answer will automatically be set to "No" and the reminders will cease.
  • Weekly Status Report Grace Period in Days: Determines when a weekly status report will expire. If the grace period elapses, and the user has not submitted the status report, the status report will expire and can no longer be edited. The number of days in this field can be negative, positive, or 0.
  • Bi-Weekly Status Report Grace Period in Days: Determines when a bi-weekly status report will expire. If the grace period elapses, and the user has not submitted the status report, the status report will expire and can no longer be edited. The number of days in this field can be negative, positive, or 0.
  • Monthly Status Report Grace Period in Days: Determines when a monthly status report will expire. If the grace period elapses, and the user has not submitted the status report, the status report will expire and can no longer be edited. The number of days in this field can be negative, positive, or 0.
  • Quarterly Status Report Grace Period in Days: Determines when a quarterly status report will expire. If the grace period elapses, and the user has not submitted the status report, the status report will expire and can no longer be edited. The number of days in this field can be negative, positive, or 0.
  • Minimum Reminders: The number of reminders that will be sent at the specified interval before the grace period elapses. Note: This setting does not apply to status report reminders. For status reports, reminders will be sent at the interval specified until the grace period is reached or the status report has been submitted.
  • Reminder Interval in Days: Determines the number of days between reminder emails.
  • Reminder Email Address: The email address that the reminder is sent from.
  • Reminder Email Personal: The name that the reminder is sent from.

6. View Agent Task

  • View agent task.

7. View Video Tutorial

  • View this short informational video about the status report grace period options available in v14.2.
 

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