Escalating a Request

In rare cases, an approver may not be able to perform the tasks required for their workflow stage. This situation may happen if the workflow model or data access are not configured correctly to handle a specific type of request or the user is not sure of how to proceed. The user has the option of escalating a claimed request to Data Manager role users to involve them in resolving the situation. When escalated, the request is assigned to data manager users and normal approvers for the stage cannot claim the request to participate. While escalated, data managers can modify the request, make direct edits to data related to the request, change workflow data access for participating users, or contact an application administrator to alter the workflow model. If the data manager permits the request to proceed, the request may be de-escalated to be reassigned to the original user groups for the workflow stage.

  To escalate a request:

  1. Open a claimed request.

  2. Click escalate button.

  3. Enter a comment to explain the escalation and click OK.