Processes › Process-Level Escalation Defaults › Add Process-level Escalation Defaults

Add Process-level Escalation Defaults

To add escalation defaults to a process

  1. Select Processes from the Data Administration menu.

    The Available Processes page appears.

  2. Click the process name for which you want to define escalation defaults.

    The Process Definition: Properties page appears.

  3. Click Escalation Defaults from the content menu.

    The Process Definition: Escalation page appears.

  4. In the General section, complete the following fields:
    Escalation Type

    Defines the escalation rules for this process.

    Values:

    • None. Click to skip defining any escalation rules for this process.
    • OBS Hierarchy. Click to escalate through the OBS hierarchy, click the Browse icon next to your selection, select the OBS or resource, and click Add.
    • Resource Manager Hierarchy. Click to escalate through a hierarchy of resource managers.
    • Specific Resource. Click to escalate to a specific resource, click the Browse icon next to your selection, select the OBS or resource, and click Add.
    Levels

    Select the number of levels to escalate to. Select No Limit to escalate indefinitely.

    At Initial Grace Period

    Enter the amount of time to wait before escalating the action item. Then select the increment (minutes, days, weeks, or months) from the drop-down.

    At Subsequent Grace Period

    Enter the amount of time to wait before escalating again if no action occurs. Then select the increment (minutes, days, weeks, or months) from the drop-down.

    Active

    Select to activate this escalation so that it can be used.

  5. In the Additional Notification section, do the following to set up additional escalation notifications:
    Resources to Notify on Failure

    Specifies the resources you want to notify on failure. Click the Browse icon to select resources.

    Resources to Notify on Escalation

    Specifies the resources you want to notify on escalation. Click the Browse icon to select resources.

    Groups to Notify on Failure

    Specifies the groups you want to notify on failure. Click the Browse icon to select groups.

    Groups to Notify on Escalation

    Specifies the groups you want to notify on escalation. Click the Browse icons to select groups.

  6. Click Continue.

    The Process Validation page appears.

  7. Validate the process for any errors.