Set a Progress Update Grace Period

Your progress update notification settings also contain the option to define a grace period for progress updates. The Grace Period in AchieveIt allows administrators to define how many days users have to submit progress updates before they are considered late.

Note: This is a feature your CSM will need to activate for you, so reach out to them directly (or send us an email at support@achieveit.com) if you’re interested in using this feature.

 

Setting the Grace Period at the Organization Notification Settings Level

Under the Admin menu, click 'Notification Settings': 

 

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Locate the 'Update Grace Period' section beneath all of your Update Frequency scheduling options. Click the dropdown menu and select the number of days you would like to allow your users to provide their updates. 

 

 

In addition to setting a Grace Period for regularly scheduled updates. you can also set a Grace Period for Manually Requested Updates. Toggle the button to 'On' and select the number of days you would like to allow your users to provide their updates: 

 

 

Always make sure to click the blue 'Save' button at the bottom of the Notifications page. 

 

Setting the Grace Period at the Plan Level

From any View in AchieveIt, open the top plan card item. On the right side, scroll down to "Schedule and Assignment" and select the calendar icon in the bottom right corner.

 

 

 Toggle to the 'Grace Period' section in your notifications menu panel: 

 

 

 

To set a custom Grace Period for this plan, use the toggle switch at the top of your menu to 'Use Custom Settings'. You'll then be able to make your selections. Note that you will also need to set any relevant update schedules as well before clicking 'Save' and completing your changes.