Time Off and Trade Escalation Rules

Time Off and Trade Escalation Rules

Purpose

  1. To explain Escalation Rules in the Time Off and Trade Settings. 

Video 




Directions 

1. Click on Scheduling>Setup.






2. Click on Time Off Settings.


Click on Time Off Settings.



3. Turn on Request Routing Escalation and click the plus sign to add a new escalation rule. 


Turn on Request Routing Escalation and click the plus sign to add a new escalation rule.



4. Choose a time off type from the list. 


Choose a time off type from the list.



5. Determine what the 'Not Addressed in' time will be. 
You can choose between minutes, hours, or days The maximum for each are below:
  • 240 Minutes
  • 24 Hours
  • 30 Days
Important: The system runs the check for escalation every 15 minutes. After the 15 minute period, the notification will be sent out to the appropriate users email address.


Determine what the 'Not Addressed in' time will be.



6. When using Notify on Duty, you can filter down the notification by a:
  • Employee with qualifier of.
or
  • Employee working on. 






7. Selecting Notify On allows you to notify any individual on a particular worktype. 



Selecting Notify On allows you to notify any individual on a particular worktype.



8. When done, click Save on the escalation rule, as well as on the main screen. 


​
When done, click Save on the escalation rule, as well as on the main screen.





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