Process-Level Escalation Defaults

You can create escalations to execute an action item and notify one or more resources when a process step is not completed. CA Clarity PPM supports step-level escalation. You can define an escalation rule for each step in a process.

The action item's due date is used to start the escalation.

Best Practices: Make the Action Item object's Due Date attribute (field) required if you plan to use escalations in processes.

Note: See the Studio Developer's Guide for more information.

The method in which notifications are received by a recipient is dependent on the notification method the resource specifies on the Account Settings: Notifications page. For example, recipients can choose to receive process notifications via an alert, email, and SMS.

Note: See the Common Features and Personal Options User Guide for more information.

More information:

Add Process-level Escalation Defaults

View Process Escalations

Create Step-Level Escalation