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PCR recommends spacing Sequence # by tens (10, 20, 30) to make it easy to add Contacts to the Sequence in the future should that be desired. Any Contacts with an identical Sequence # would be notified at the same time. A good example would be to make the Workers of the Workgroup the first people notified of incomplete tasks by the Workgroup as a reminder. The next person(s) in the sequence might be a supervisor or manager. These rules would be set by the organizations desired business practices.
Click the
button.The 'Add New Worker Escalation Sequence' form will open.
Select a Contact from the 'Contact' picker, and set a 'Sequence #'.
Click the
button.Close the form.
The Contact and Sequence # will be added to the grid. Set up the appropriate ''Escalations and Notifications''.