Creating an Escalation allows you to email the managers of recipients who have not responded to the communication. This feature is only available if managerial information has been loaded in the system.
Escalations can be set-up at the time you create your original communication, or they can be created later. To create an Escalation at a later date, start from the Tracking Screen of your Communication.
Escalate.
Created from. The standard that was pulled in to create the Escalation. This was previously created in the Standards Library. To select another standard, select CHANGE.
To. Automatically sends to the managers of recipients who have not responded to the communication. Managers are assigned under the Contacts screen. If there is no Manager assigned, a communication will not be sent. You may also add other recipients.
From. Enter the email address from which the communication will come. This could be a generic project email address or a personal address.
Subject. The subject line of the email communication.
Send On. Select a date to send communication. The date can be the day in which you create the communication or a future date.
Recurring. Choose the frequency for sending the communications.
Every/Months. When selecting the daily or monthly recurrence, you will be prompted to choose the specific days or months you would like the communications to be sent.
Send Until. The date on which you no longer wish to send communications.
Message. Edit the communication that will be sent to the managers of those who have not responded to the initial communication. Each recipient will be provided with a list of individuals who have not yet responded. To edit the body of the email, click anywhere in the text box of the message to open it within the editor.
Send Test Email. Send a test email to any email address to verify content and format.
Create Library Standard. Save your communication in the Standards Library for use in future communications.
Cancel. Exit from the communication. Any changes will not be saved.
Save. All changes will be saved. An error will appear if any required fields have not been populated. You will not be able to save until they are completed.
