Efficient Workflow Management with CredyApp: Tracking Overdue Follow-ups and Delinquent Workflows

In today's fast-paced business environment, efficient workflow management is crucial for the success of any organization. The CredyApp dashboard emerges as a powerful tool that not only streamlines workflows but also provides a comprehensive solution for tracking overdue follow-ups and identifying delinquent workflows. In this article, we will delve into the rules set by CredyApp for identifying overdue follow-ups and delinquent workflows, ensuring that businesses can stay on top of their processes.

Overdue Follow-ups:

CredyApp's dashboard employs a set of rules to identify workflows that are considered overdue follow-ups. The criteria for categorizing a workflow as an overdue follow-up are as follows:

Workflow Status: In Progress

Workflows that are still in progress are flagged as potential overdue follow-ups.

Follow-Up (F/U) Date: Less Than Current Date

Workflows with follow-up dates that have passed are considered overdue.

Workflow Update: Not Since Follow-Up Date Expiry

A crucial criterion is that the workflow must not have been updated since the follow-up date has expired. This ensures that there has been no recent activity to address the overdue status.

Delinquent Workflows:

CredyApp also provides a mechanism for identifying delinquent workflows, which are workflows that have not progressed as expected. The rules for categorizing a workflow as delinquent are as follows:

Exclude Certain Statuses: Approved / Panel Closed / Cancelled / Hold

Workflows with these statuses are excluded from consideration as delinquent, recognizing that they may have reached a resolution or have been intentionally put on hold.

Last Workflow Note: Added More Than 30 Days Ago

For workflows not falling into the excluded statuses, the system checks the last workflow note's timestamp. If the last note was added more than 30 days ago, the workflow is flagged as delinquent.

No Workflow Note in 30 Days: Auto-Delinquent

If no workflow notes have been added for a period of 30 days, the system automatically categorizes the workflow as delinquent on the next day. This ensures that workflows without recent updates are not overlooked.

CredyApp's dashboard plays a pivotal role in enhancing workflow management by introducing systematic rules for tracking overdue follow-ups and identifying delinquent workflows. By implementing these criteria, businesses can proactively address potential issues, streamline their processes, and ensure that critical tasks are completed in a timely manner. In a competitive business landscape, tools like CredyApp empower organizations to stay ahead by fostering efficiency and accountability in their workflows.

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