Escalating a request to a manager
If you regularly have to involve a manager in requests whose deadline is approaching, connect the Escalation extension. Pyrus monitors approaching task deadlines and automatically includes the manager in the task at the appropriate moment as an approver. Go into the Extensions section in the lower left part of the screen.
Note: to access the Extensions section from a user profile, you need Organization Administrator or Integrations Manager rights.
Pyrus Tip: for the extension to work, the completion date and time must be specified in the Due Date type field, or SLA rules must be set.
Go into the Extensions section in the lower left part of the screen.
Click on the extension’s icon.
Select the form relevant to the process that requires the attention of the manager as the deadline approaches.
Hit Settings.
Select the manager to be added to the task as a subscriber, and the time interval after which this will happen. This can be done for the total request deadline, or for each step of the request. You can also specify here that tasks with escalation are to be check marked so they can be filtered in the register for analysis.
You can set a condition that will trigger the task to be added an appropriate specialist or manager. This might be useful for high-priority tasks, for example.
Take note that the condition is determined by the value of a field in the form. Make sure the form contains the required field, the value of which will determine the request escalation condition.On the extension’s settings page, hit Activate.
