Overview

Overview of the Deferral Workflow

The Deferral workflow provides a manageable and configurable solution for postponing time-based records, such as tasks. When enabled and configured, the workflow allows you to formally request a deferral by entering details such as the reason for the request and desired deferred date. The workflow also supports a state-driven review and approval process before updating the postponed record.

In the baseline APM database, Deferral Configuration is provided for the following families:

Inspection Task

Note: The baseline configuration is provided for the above listed families, however, the Deferral workflow is not enabled by default. To enable the workflow, navigate to the Deferral Configuration Admin page and select the Enable Deferral option for the given family to enable the workflow.