Escalations and action groups

You use Escalations to create escalation records. You can use escalations to escalate workflow assignments before they time out in the Inbox for the recipient.

When you assign specific steps in a workflow process to employees, those assignments display in their Inbox. If the assignments are not completed promptly, they time out in the Inboxes for the recipients. When this event happens, you can use escalations to assign the tasks to other people. Escalations help to get tasks completed on time and help to prevent work backlogs.

An action group is a type of action record that includes multiple actions and a sequence to use when performing the actions. Escalations are always associated with action groups.

You can associate an action group with an escalation in either of the following ways:

  • You can create action groups using the Actions application and then click Detail Menu next to the Action Group field on the Actions sub tab to associate the action group with the escalation.
  • You can create action groups in the Escalations application by clicking New Row on the Actions sub tab. When you create an action group in the Escalations application, the action group receives a generated name. The actions receive assigned sequence numbers. The sequence numbers are based on the order in which you add the actions to the group.

For complete information on Escalations, see the help for Escalations.