Document toolboxDocument toolbox

(2024.1) Workgroups - Escalations Sequence Tab

Owned by Brian Dixon
Last updated: Jun 14, 2024
2 min read
Escalation Sequence
image-20240614-171412.png

 

The 'Escalation Sequence' tab will set a list of people to be notified via ''Escalations and Notifications'' in the event a given Escalation is not completed in the time frame specified on the Escalation/Notification by member Workers of the Workgroup. The Contact with the lowest 'Sequence #' will be notified first, progressing sequentially to the Contact with the highest Sequence #.

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.

  1. Click the image-20240614-171437.png  button.

  2. The 'Add New Worker Escalation Sequence' form will open.

    image-20240614-171453.png

     

  3. Select a Contact from the 'Contact' picker, and set a 'Sequence #'.

  4. Click the image-20240614-171511.png  button.

  5. Close the form.

The Contact and Sequence # will be added to the grid. Set up the appropriate ''Escalations and Notifications''.