Who is this article for?

Users who are responsible for determining a notification paths for actions.

Audit Administrator (AUDADM)permissions are required.

An Escalation Path specifies a series of emails that are sent automatically to specified system users when Actions have not been completed, at specified intervals starting on a specified date.

1. Accessing Escalation Paths
2. Creating Escalation Paths
3. Amending Escalation Paths

1. Accessing Escalation Paths

To access Escalation Paths:

1. Navigate to Audit Manager.
2. Select Housekeeping.
3. Choose Escalation Paths.

2. Creating Escalation Paths

To create an Escalation Path:

1. Click the Add New Record icon located above the list of existing Escalation Path records.
   The Escalation Path Details screen will be cleared.
2. Give your Path a Code and Title.
3. Select the Scope for the Path from the dropdown.
4. Add an optional Description.
5. Change the Owner if required.
6. Date Modified is populated automatically and is read-only.
7. Add an Escalation Step by clicking the Add New Step icon.

8. Give your Step a Title.
9. Determine who to Escalate to at this step.
10. Set Days +/- to the number of days before(-) or after(+) the Target Date of any associated Action, Approval Path, or Change Path that the Escalation Step will be released to the User selected in the Escalate to field.
11. Tick Step locked to prevent the Escalation Path Action’s Metadata from being altered by the Actionee.
12. Set No of reminders to a value that dictates how many reminders will be sent to the Actionee's To Do List.
13. Determine the Days between reminders are sent to the Actionee's To Do List.
14. Click Save.

Repeat the above instructions for each Step required for the Path.

3. Amending Escalation Paths

To edit an Escalation Path:

1. Select the row of the relevant record in the left hand list.
   The Escalation Path Details screen will be populated.
2. Amend the details as required for the Path.
3. Amend the details as required for the Step(s).
4. Click Save.