Severance Event Dependencies and Trigger Date

When a severance event is created by the system, its trigger date cannot be set. This is because, unlike collection events, the trigger date on severance events can only be set when ALL of the preceding severance events on which it depends are complete. An example will help explain why this design is necessary. Consider the following example that shows a standard severance process and its events:

Event Number

Severance Event

Dependent On Event(s)

Trigger Date Set To X Days After Completion Of Preceding Events

10

Field activity - Disconnect for non-payment warning

N/A - first event

0

20

Field activity - Disconnect for non-payment

10

2

30

Create To Do entry

20

0

40

Send letter to customer

20

0

50

Expire service agreement

20

10

This severance process is meant to execute as follows:

  • On the first day, generate a 48-hour warning of impending disconnection. This is a field event as most organizations deliver this warning in person.
  • After 2 days (i.e., 48 hours) have passed, create a field activity to disconnect for non-payment.
  • When this is completed, generate a To Do entry to let a CSR know about the cutoff. Also, send a letter to the customer.
  • If after 10 days from the cutoff, we still don't have payment, expire the service agreement.

As can be seen from the above example, the later events are dependent on the completion of the field activities in the earlier events. This means that when you set up a severance event, you must indicate the events on which it depends (and the number of days after their completion that the event should be triggered).

Note:

Bottom line. The system sets the trigger date on severance events when it detects that all of its dependent events are complete (this is the responsibility of the SED background process). Refer to Calendar vs Work Days for a description of your choices in respect of how the trigger date is calculated.