Adding escalation rules

  1. 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.

  2. Select Service Configuration () > Escalation Manager. The Escalation Manager screen appears.

  3. Select () > Escalation Rule.
    The Add Escalation Rule dialog box appears.

  4. 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.

  5. Select the Job Details tab.
  6. Select the source from the options: Guest, Staff, and Both.
  7. 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.
  8. Select the Other Details tab.
  9. 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.
  10. Select Save & Exit.
    An Alert Success message appears.
  11. Select OK.