(2024.2) Workgroups - Escalations Sequence Tab

Escalation Sequence

Open

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  button.

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

   Open

   

    

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

4. Click the   button.

5. Close the form.

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