Important Information About Status Report Changes

As part of the transition from v13 to v14, there were significant changes to the way that the timing for status reporting works. If you are currently using the status report feature, it is important to read through and understand these changes, as they have likely affected the status report expiration behavior you are used to seeing. This article outlines the changes made to status report timing for scheduled status reports in v14 and in v14.2.

1. Status Report Grace Periods in Version 14

The following are changes that were made in version 14 that have an impact on status report timing:

  1. Four new status report grace period options were added to the Question Reminder agent to give administrators the ability to set grace periods for each type of status report frequency: weekly, bi-weekly, monthly, and quarterly.
  2. With the addition of these grace periods, status reports can be configured to expire either before the status report period end date by entering a number less than the number of days in the status report period or on the status report period end date by entering a number greater than or equal to the number of days in the status report period. Only positive numbers are allowed in these fields.
  3. Prior to v14, status report expiration dates were determined by the hard coded criteria below. This hard coding was removed in v14 in order to allow report expiration dates to be controlled by the newly added grace periods.
  • Weekly Status Report Expiration Date = Question Creation Date + 4 weeks
  • Bi-weekly Status Report Expiration Date = Question Creation Date + 5 weeks
  • Monthly Status Report Expiration Date = Question Creation Date + 2 months, rounded by start of the month
  • Quarterly Status Report Expiration Date = Question Creation Date + 3 months, rounded by start of the month

See the article How do I edit the status report grace period for scheduled status reports in v14? for detailed information about v14 status report grace periods.

2. Status Report Grace Periods in Version 14.2

The following are additional changes that were made in version 14.2 that have an impact on status report timing:

  • PowerSteering improved the status report grace period functionality by adding the ability to have a grace period that is longer than the status report period end date.
  • For the grace period fields in v14, only positive numbers could be used. That logic has now changed so status reports can be configured to expire before the status report period end date by entering a negative number, on the status report period end date by entering a 0, or after the status report end date by entering a positive number.

See the article How do I edit the status report grace period for scheduled status reports in v14.2? for detailed information about v14.2 status report grace periods.

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