Setting Assignment Escalation Dates

Last Updated: 12/07/2015 Introduced in Verision: 2.0

Assignments can have status change to “Escalated” by setting the Escalation Date property. To set an assignment’s Escalation Date, open the Assignment entity’s Action menu and select Manage > Set Escalate Date. The purpose of escalation is so the task can be advanced to the next level of action; currently, Decisions does not have this type of escalation structure in place. However, action could be built using flows that monitor for “Escalated” task status.

Example

Our example assignment begins on April 4, 2014. If no action is taken on it, it will remain assigned to us indefinitely. To fix this, we configure it to escalate to the next level if no action is taken by June 4, 2014.

 

First we will navigate to the folder where the actual Assignment entity resides. In this case, it is our My Home folder task list.

set escalade

In the Set Escalate Date pop-up, we will use the Date and Time selectors to choose an Escalate Date value of 6/4/14, which in our current configuration, equates to June 4th, 2014.
escalade pop-up
 
 

When we return to My Home, we can see the assignment’s Escalate Date has been set to 6/4/14.

escaladed assignment

 

Additional Resources