Triggers

Triggers are user-defined conditions that can automatically initiate a response and help you avoid violations and better manage your business processes.

For example, set up a budget trigger to execute when 90% of the budget for a process has been used and to inform you in advance if a business process is about to go over budget.

Trigger types

TotalAgility includes the following types of triggers:

Budget triggers: To avoid cost violations.
Duration triggers: To avoid target duration breach in a process.
Activity triggers: To avoid target duration breach in an activity.
Milestone triggers: To avoid deadline violations.
Alerts: To notify a resource of any impending escalations.

Trigger creation

Use an escalation map to create a specific job to deal with job duration, budget, activity due date, or milestone triggers.

To track the source of the trigger, you must assign variables as initialization parameters to the escalation map.

See Triggers and escalation map initialization parameters.

Alternatively, create an alert task to appear on the work queue to notify a resource of any impending escalations.

You can associate multiple triggers for a job or an activity. For example, in the Personnel Hiring process, set two triggers in the Schedule Interview milestone:

Trigger 1 to execute 2 days before the target milestone date so you can ensure all pre-interview tasks are completed.
Trigger 2 to execute 2 days after the target deadline has passed, to remind you to send out offer or rejection letters.