Configuration Guide › Business Workflows › Administer Business Workflows › Define and Send Escalation Emails

Define and Send Escalation Emails

Administrators can configure CA GovernanceMinder to send emails to remind reviewers to complete their tasks for a certification.

To define and send escalation emails

1. In the CA GovernanceMinder Portal, go to Administration, Workflows.
2. Select an active workflow.
3. Under the Administration tab, click Escalation Emails.

   The Escalation Emails pop-up appears.

   Note: The Escalation Emails button appears for certifications only.

4. Configure the following information for the emails you want to send:
   • Send criteria—percentage of work done by a specific time relative to the due date
   • Email Template—template to use for the sent email
   • Recipient Type—Accountable, Email Address, or Member List
   • Recipient—dynamic options dependent on recipient type
5. Add more email definitions if necessary. Click the plus (+) icon. To remove email definitions, click the X icons.
6. Click one of the following:
   • Load

     Loads a different definition set. This option allows you to switch between different definition sets for editing.

   • Save

     Saves the current definition set.

   • Send Now

     Escalation emails are immediately sent to reviewers to remind them to complete their tasks.

   • Schedule Emails

     Schedules emails to be sent to reviewers at regular intervals.