SLA Tracking

What is SLA Tracking?

For every document matched by a reminder rule, the engine maintains an Approval SLA Record that tracks how long the document has been pending and whether it has breached your configured SLA threshold.

SLA Record Fields

FieldDescription
Document TypeThe DocType of the monitored document
Document NameThe name/ID of the specific document
Workflow StateThe workflow state at the time of the last SLA update
Assigned UserThe resolved approver at the time of the last update
Document Created OnWhen the original document was created
Entered State OnWhen the document entered the current workflow state
Days PendingCalculated pending duration (2 decimal precision)
SLA BreachedTrue if Days Pending exceeds the SLA Threshold Days from Settings
Approval DatePopulated when the document moves out of the pending state (approved or rejected)

How SLA Records are Updated

  • Upsert on each scheduler run — Every time the engine processes a document, it updates (or creates) the SLA record with the latest pending duration and breach status.
  • Closed on approval — When a document transitions away from a pending state (approved, rejected, cancelled), the engine closes the SLA record and stamps the Approval Date.

SLA Threshold

The SLA threshold is set globally in Approval Reminder Settings > SLA Threshold (Days). It applies to all rules. A document is flagged as SLA Breached when its Days Pending value exceeds this threshold.

Viewing SLA Breaches

Use the built-in SLA Breach report (see Reports article) to see all documents currently in breach. The dashboard also shows the total breach count as a KPI.

Was this article helpful?