Stuck-in-stage onboarding ticket alert

Outcome. An onboarding ticket that has not moved out of a working stage after a set number of business days notifies the CS manager, catching onboardings that quietly stopped progressing.

Workflow map Enrollment, branches and actions at a glance customer-onboarding-019

flowchart TD
    A[Ticket enters a watched working stage] --> B[Set Stage Entered Date]
    B --> C[Delay 5 business days]
    C --> D{Still in same watched stage?}
    D -->|Yes| E[Alert CS manager]
    E --> F[Create check-in task]
    D -->|No| G[End, ticket moved on]

When to use it, when not to

• UseUse it when onboarding runs as a ticket through pipeline stages (see customer-onboarding-011) and a ticket can sit in one stage for a long time with nobody noticing.
• UseUse it alongside, not instead of, customer-onboarding-012 (overdue ticket by due date), the two catch different failure modes, one is a missed date, the other is a stalled stage.
• SkipDo not use it on a pipeline where every stage naturally takes weeks (long enterprise rollouts), the fixed delay below will false-alarm constantly, raise the delay or use the Wait until variant instead.
• SkipDo not use it on Completed or Closed stages, exclude them from the watched-stage list.