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Create an escalation trigger and policy

ServiceNow Documentation · Jul 29, 2024 · video

let's create an escalation trigger and then an escalation policy on the escalation triggers and policies tab select create trigger for this demo we'll give it the name trigger under basic information we can choose to activate or deactivate the trigger and set the order under the conditions field we'll choose our table and then a condition set for advanced options we can choose from our trigger actions and workflows then select save changes when we're satisfied with our choices now let's create an escalation policy first select create policy and fill in the fields on the form for this demo we'll give it the name policy under basic information we'll choose the shift the policy will run on then select whether to create your own policy or use a template created by your administrator next you can check the box to activate or deactivate the policy in the order box we input the order of execution if there are multiple triggers under the conditions field we'll choose our table and then a condition set next we want to add an escalation step we give the step a name and who to notify and can add additional information such as time between reminder notifications the next field is to set our escalation notifications to set notification conditions and we can add a notification step by selecting any combination of email call or SMS when we're happy with our policy we select save changes now let's create on call team preferences and notifications for our team on the escalation triggers and policies tab select on call team preferences select any number of on call shift managers choose the type of approval for requests like whether will allow shift schedules to overlap and what the escalation rule is if there is an overlap then we select save

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https://www.youtube.com/watch?v=qq1RNoixVTA