Add Escalation Process to Specific CCRs

Description 

As a Central user, you can now add an escalation process to specific CCRs to effectively manage action communications. The escalation process is customizable and only visible to the homeowners associated with the specific CCRs. This feature is accessible under CCR Activity and allows for detailed configuration of actions. 

Step By Step Guide 

  1. To navigate to escalation process table,  

 

  1. Go to CCR Activity and under “Related Links”, select, Codes 

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  1. Select the category for which you want to add the escalation process and click, “Edit. 

 

 

 

  1. Find the new escalation process table that includes the following fields: "Action Level", "Days From", "Fee $", and "Template Field". Fill in the desired values for each field: 

  1. Action Level: Specify the escalation level (e.g., Hearing Notice). 

  1. Days From: Define the number of days from a certain point when this action should be triggered. 

  1. Fee $: Enter any associated fee for this action level. 

  1. Template Field: Select the appropriate template from the template library for this action level. 

Save the Escalation Process. 

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  1. Once you have configured the escalation process you can apply the Escalation Process to Specific CCRs 

 

  1. Navigate to CCR Tickets > Select CCR. 

  1. Click on Action > Take Action 

 

 

  1. Click on “+” to Create a Batch. 

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  1. In the batch view, Edit the CCR you want to escalate. In the edit view, you will see a dropdown labeled "Next Action". 

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  1. Select the appropriate escalated level from this dropdown. These levels are based on the escalation process you set up earlier. Click Save. 

 

  1. Note that these escalation levels will only be visible when taking action in the batch view and will not apply to all CCRs. 

 

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