Configuring an escalation form

Use the Configure Escalation Form page to configure an escalation form.

To learn how to submit an escalation, see Submitting an escalation.

How to configure an escalation form

  1. Select Administration, select Company and then click Configure Escalation Form. The Configure Escalation Form appears.
  2. To add a new priority to the form:
    1. Click Create Priority in the taskbar. The Create Priority page appears.
    2. Enter a name for the priority in the Name field.
    3. Enter the email address associated with the priority in the Email Address field.
    4. When finished, click Save to create the new priority. The Configure Escalation Form page appears.
  3. To add a new region to the form:
    1. Click Create Region in the taskbar. The Create Region page appears.
    2. Enter the name of the region you want to add to the escalation form in the Name field.
    3. When finished, click Save to create the new region. The Configure Escalation Form page appears.
  4. To edit an existing priority or region, click the name of the item you want to edit. On the page that appears, edit the region or priority and then click Save when you are done.
  5. To delete a priority or region, select the region or priority you want to delete and click the appropriate Delete button.