BPM for Sage Construct - Missing Timesheets Notification

What does this Task do?

A weekly scheduled automated Task checks the database for missing timesheets and sends a reminder SMS text message to those members of staff who have not submitted one. The Accounts Manager receives an email containing a list of the names of all members of staff for whom a timesheet has not been received.

What are the business benefits?

Automating this process provides the following benefits:

• Saves staff time chasing missing time sheets.

• Provides more efficient administrative processes.

• Frees up accounts staff to carry out other tasks.

• Reduces the potential for accounting errors.

How was the Task created?

This automated Task was created by simply dragging and dropping the following Tools onto a Task Plan:

Schedule This Event Tool was used to create the first Step in the process that triggers the Task to run on a weekly basis.

Database Query (ODBC) This Input Tool was used to create the second Step in the process that queries the database to return details for each member of staff who has not submitted a timesheet.

Format As Text This Format Tool was used to create the third Step in the process that merges staff details into a text document.

Send SMS (Tobit) This Output Tool was used to create the fourth Step in the process that sends an SMS text message, incorporating the text document, to each member of staff who has not submitted a timesheet.

Format As HTML This Format Tool was used to create the fifth Step in the process that puts the details for all members of staff who have not submitted a timesheet into a table.

Send Message (SMTP) This Output Tool was used to create the last Step in the process that sends an email, incorporating the table, to the Accounts Manager.