Processes › Step Actions › Create Step-Level Escalation

Create Step-Level Escalation

Step-level escalations can only be invoked when you define an action item within a step. At runtime, whenever an action item is open, it can be escalated using certain pre-defined escalation rules (step escalation rules or process default escalation rules), regardless of the scope of the action item. Step escalation only works if the action is on that step.

You can define an escalation rule for each step in a process. When you have not defined an escalation rule at the step level, the text "There is no escalation rule setup to display" appears in the Escalation section of the Process Definition: Step page. Once you have defined a rule, a short summary of the rule appears in the Escalation section as a link. If you have not defined an escalation for the step, process-level escalation defaults are used, if there are any.

For step level escalations to work, first you must define a manual action for the step.

To set up step-level escalation

1. Select Processes from the Data Administration menu.

   The Available Processes page appears.

2. Click the process name for which you want to set up step-level escalations.

   The Process Definition: Properties page appears.

3. Open the step you want to set up.

   The Process Definition: Step Details page appears.

4. In the Escalation section, click New.

   The Step Escalation page appears.

   Complete the fields on this page.

More information:

Create Step Actions

Process-Level Escalation Defaults