Workflow template Activity Escalations page
The Escalations page enables you to escalate the Activity to the responsibility of another Location.
On escalation, Content Manager sends an email to the users it has been escalated to - if set to do so in the Options page.
Content Manager does not reassign it by default. You can complete or reassign the Activity as required.
This page will list any escalations of the Activity that have already occurred.
- Escalate To - displays the Location to escalate the Activity to.
- Right-click in the dialogue box and select New Escalation.
The New Escalation dialogue box appears.
- Escalate this Activity to - select a Location you want to escalate to
- After Activity has been overdue for - sets a time frame for the escalation.
If the value is 1 day, Content Manager will escalate the Activity to the users 1 day after the moment the Activity is ready to start plus its estimated duration.
Subsequent escalations use the same point in time: 2 days means 2 days after the Activity becomes overdue.
- Click OK.
Once an Activity's time to escalate has been reached, an email will be sent to the Location.
If an Activity has several escalations, escalation email notifications will be sent to each Location at each time set.
Content Manager sends email notifications only once for each escalation.
- Right-click an item for the commands:
- Copy - copies the escalation to paste it into another Activity
- Delete - removes an escalation
- Properties - to change the escalation settings
- Each Activity can have multiple escalations, which will be numbered.
- Only those escalations whose Activities are ready to start or are started and not completed or skipped will have a time to be escalated
- Only those Activities whose escalations have a time to be escalated have a Location to escalate to.
- You can search for Activities by escalation Location using the Escalated To search method