Saturday, June 1, 2019

Create an Escalation Rule that would automatically Escalate new cases that are not processed (Status = Not Started) within 90 minutes

Escalation procedure that would automatically Escalate new cases that are not processed (Status = Not Started) within 90 minutes. The process involves creating 2 escalation rules:

I. Create Escalation Rules:

Escalation Rule #1:

1. As Administrator navigate to Setup > Support > Escalation Rules > New.

2. Select Duration Since Case Creation (minutes) as Escalation Case Rule Field.
3. Enter value for Name (e.g. 90 minute Rule).
4. On the Criteria, select Greater than or Equal To.
5. On the Duration since Case Creation (minutes) field, type 90.
6. Click Save.
 
Escalation Rule #2:

1. As Administrator navigate to Setup > Support > Escalation Rules > New.
2. Select Case Status as Escalation Case Rule Field.
3. Enter value for Name (e.g. Status Not Started).
4. On the Criteria, select Any Of.
5. On the Case Status, select Not Started.
6. Click Save.

II. Proceed to create Escalation Assignment:

1. Navigate to Setup > Support > Manage Escalation AssignmentNew.
2. Enter value for Name (e.g. Escalate If Not Started 90). 
3. Select Match All Rules.
4. Under Configure Rule Definitions tab > Apply Rule column, add the two Case Rules created earlier (Step I).
5. Under Escalation Assignment tab > Escalatee column, add the Employees.
6. Click Save

1 comment:

  1. how can we add employees to the escalatee column?

    ReplyDelete