Managing Escalations

Escalation rules are created under Administration | Project | Escalation from the FootPrints Toolbar.  A list of existing escalations (if any) is displayed.  You have several options from this page:

• Create a new escalation—To set up a new escalation, click Add Escalation.  A number of steps for setting up a new escalation rule are displayed.
• Edit—Highlight an existing escalation in the list and then click Edit to change it.
• Delete—Highlight an existing escalation in the list and then click Delete to delete the escalation.
• Escalation Details— Highlight an existing escalation in the list and then click Escalation Details to view summary of the escalation criteria and actions.
• On/Off—Turn existing escalations on or off without going to the Escalation Setup page.
• Save—If you've turned one or more escalations on or off, you must click Save to save those changes.
• Configure Escalation Email—Define templates for escalations.  You can perform this either before or after you've created the escalation rules.
• Summary of all Escalations—View a pop-up that lists all the properties of all escalations in the project by clicking this link.  Print the summary by clicking the Print button at the bottom of the page.

The order of escalation rules on the escalation page determines which rules take precedence. The order can be changed by dragging and dropping the rules. When you drag and drop a rule in the list, you must place the dragged rule on top of the rule you want to replace in the order. The rule you are replacing is moved and the dragged rule replaces it. This type of move requires that you enter your password the first time you move an escalation rule, but subsequent moves during the same session do not require the password.