Read confirmation due date

Read confirmation due date

Overview

A due date can be set for readers to undertake a read confirmation. The read confirmation dialog box lets page editors and administrators add and edit the due date for read confirmation.

readconfirmation_dialogbox_onereaderpending_duedate_7days.png

If the read confirmation is added as part of a workflow, the read confirmation due date can also be set using the workflow builder.

If all assigned read confirmations are not completed by the due date, the read confirmation status in the dialog box is changed to OVERDUE.

Add a due date on the document

In the read confirmation dialog box, choose the due date icon.

Set a due date using the calendar dialog box.

The period of time remaining before read confirmation is overdue is displayed in the read confirmation dialog box.

Workflow read confirmation due date configuration 

A due date can be set in a workflow read confirmation using the workflow builder.

When editing the read confirmation, a workflow editor can enable or disable editing of the due date by a user in the final state read confirmation state dialog box on the page

The due date can be set as:

  • a Period of time in seconds, minutes, hours, days, months, years

  • an ISO 8061 duration

  • a calendar Fixed Date

  • a Value Reference

On the transition to the final state, the due date is added to the read confirmation. The period of time until the due date is overdue is displayed in the read confirmation dialog box.

Each time a workflow read confirmation is requested, the due date is reset to the value set in the read confirmation configuration. This occurs on each transition into the workflow state.

Overdue read confirmation

If the read confirmation due date passes without all the requested read confirmations being completed, the read confirmation dialog box displays an OVERDUE status lozenge.

The on-page read confirmation status icon and breadcrumbs are also displayed in red.

A reader confirmation completed after the due date is displayed as confirmed (green tick circle)

Move the pointer over each reader confirmation icon to view when the reader confirmation occurred, including ones undertaken after the expiry of the due date.

If the due date is edited, the time of an existing reader’s completed confirmation is compared to the new due date, and any reader confirmation is updated.

Resending read confirmations and due date

Resending read confirmations using the read confirmation dialog box three-dot menu refreshes the due date in a workflow read confirmation if this was configured in the workflow.

If the read confirmation due date was not added by the workflow read configuration, and a new due date is required, it needs to be set using the dialog box option.

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