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Event-triggered next actions
dp | Aug 31 2007
You need to take Action X when a certain invoice arrives. You can't use a tickler or an alarm reminder because you don't know the date upon which the invoice will arrive. You could put a reminder in a Holding Until... device, but you have lots of similar pending actions. Daily review of Holding Until is time-consuming. What's the best way to deal with this? dp 5 Comments
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I'm sort of grasping straws...Submitted by noodle on August 31, 2007 - 9:01pm.
I'm sort of grasping straws here, but if I were in your position, I might simply add another daily review to my ever-growing list. Or, if I trusted that the sender of the invoice would do so, I'd request that they send me an email before they sent out the invoice so that I would look out for it. If things like this happen often, maybe I'd have a checklist, some kind of procedure I'd go through before acting on specific items (like certain invoices). Curious to see what others come up with. » POSTED IN:
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