Auto-Claim Configuration

To configure the auto-claim configuration settings, follow the steps below:

1. Navigate to Settings module > Workflows > Common Settings.
2. Select the checkbox next to the Allow workflow stage Auto-Claim setting.
3. Enter the number of days after which unclaimed records will be automatically claimed by the system and assigned to the stage assignee.
4. Click the Save button.

Important

• If multiple assignees are present in a particular stage, one authority must manually claim the record, regardless of the Auto-Claim Configuration settings.
• Click the tooltip icon to view the description of the respective setting.