When to use escalation rules
Find out when to use escalation rules
Jose avatar
Written by Jose
Updated over a week ago

Escalation rules are used when you need to send notifications to contacts that aren't part of the regular reminder frequency of an expiration, document, certification, license, etc. For these notifications, maybe you'd like a different frequency of reminders (maybe less or maybe more).

For example, when you need the system to notify a coordinator, a clerk, a supervisor, a manager, a director, a branch manager, etc. All these are valid scenarios where you'll use escalation rules.

Some examples include:

When not to use escalation rules

Escalation rules aren't a good fit to recurring notifications. Let's for example you're looking to send a list of expired documents to a manager. This notification will be sent weekly or daily.

For these cases, it's better to create a custom report for the expired documents and set it on a schedule.

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