webMethods Closed Loop Analytics 10.4 | Escalating Problems | About the Escalation Workflow | Triggering the Escalation Workflow
 
Triggering the Escalation Workflow
Most panels of the Business Process dashboards contain the escalation icon that enables you to trigger the pre-defined escalation workflow when noticing a problem with the process data displayed on the panel. For an overview of all panels with the escalation workflow action, see Reviewing Processes on the Business Process Dashboards.
* To trigger the escalation workflow:
1. Click The escalation icon.
2. In the Send [Panel Name] Escalation pop-up dialog, enter the name of a My webMethods user in the Assignee User ID field. If you do not specify an assignee, the assignee is set to default user Administrator when the escalation is processed by the Rules Engine.
3. Enter a date in the Due Date field. If you do not specify a due date, a due date is specified when the escalation is processed by the Rules Engine.
4. (Optional) Enter a text in the Message field.
Note: Note that the field Details is pre-filled with escalation data gained from the panel.
5. Click Send to trigger the escalation workflow, or Cancel to abort the process.
The escalation workflow is started, and a user task of type EscalationTask is created. It includes a link back to the dashboards so the assignee can view the issue as seen on the dashboards at the time it was assigned. The assignee can view the task on the Inbox page in My webMethods (Applications > Monitoring > Business > Tasks > My Inbox), accept or reassign it and process it like any other task. You can monitor the status of these tasks and what steps were taken to address the underlying issues on the Task page in My webMethods or on the Process Stream panel on the What's Happening Now tab in the webMethods Business Console. Refer to webMethods Task Engine User’s Guide and Working with webMethods Business Console for more information about how to process and monitor tasks.

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