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8. This will open the final module that you need to configure - the Escalation module. This
The escalation process happens by sending an alert to the manager or designated supervisor when the technician fails to attach an agreement multiple times within a defined time frame. This is where you can set your escalation cycle, escalation threshold, escalation steps, and escalation alert messages.
9. The Time Frame is when the count of alerts and escalations would reset. For example, setting a Time Frame of "Week" would reset the accumulated count of alerts and escalations to zero every Monday.
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The CW Attached Agreement Prompter 3.0 uses the following data from ConnectWise Manage:
- Tickets
- Time Entries
- Users
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