Adding escalation rules
-
From the main menu on the left side of the screen, select System Configuration (
).
The System Configuration module opens in a separate tab. By default, the User Console screen appears. -
Select Service Configuration (
) > Escalation Manager. The Escalation Manager screen appears.
-
Select (
) > Escalation Rule.
The Add Escalation Rule dialog box appears. -
Complete the general information:
-
In the Rule Name field, enter the name of the escalation rule.
-
In the Escalation Tree field, enter the escalation level associated with this rule.
-
In the Account Expiry Date specify the date when the escalation rule expires.
-
Active: Indicates whether the rule is currently active or inactive.
-
- Select the Job Details tab.
- Select the source from the options: Guest, Staff, and Both.
- Specify the following options:
- Job Type—Select the job type. Select or clear the box from the listed job types.
- Job Priority—Set the job priority. Select or clear the box from the listed job priorities.
- Job Category—Select the job category. Select or clear the box from the listed job categories.
- Job Description—Select the job description. Select or clear the box from the listed job descriptions.
- Select the Other Details tab.
- Specify the following options:
- Job Zone—Select the job zone. Select or clear the box from the listed job zones.
- Job Location—Select the job location. Select or clear the box from the listed job locations.
- Staff Department—Select the staff department. Select or clear the box from the listed staff departments.
- Guest VIP Level—Select the guest VIP level. Select or clear the box from the listed VIP guest.
- Select Save & Exit.
An Alert Success message appears. - Select OK.