How to Escalate a Task Policy

You can escalate a task if a user does not respond within the allotted time. For example, if you are using the escalation hierarchy configured in your user directory, the task can be escalated to the user's manager. If you are using escalation callbacks, the task is escalated to whoever you have defined. When a task has been escalated the maximum number of times, it stops escalating. An escalated task can remain in a user inbox even after the task has expired.

To escalate a task policy:

In the drop-down list of the Deadlines section, select Escalate after, as shown in Figure 29-53.
Specify the following additional values. When both are set, the escalation policy is more restrictive.
- Maximum Escalation Levels
  
  Number of management levels to which to escalate the task. This field is required.
- Highest Approver Title
  
  The title of the highest approver (for example, self, manager, director, or CEO). These titles are compared against the title of the task assignee in the corresponding user repository. This field is optional.
The escalation policy specifies the number of times the task can be escalated on expiration and the renewal duration. In Figure 29-53, when the task expires, it is escalated at most three times. It does not matter if the task expired at the LoanAgentGroup participant or the Supervisor participant.

Figure 29-53 Escalate After Policy

Description of "Figure 29-53 Escalate After Policy"