Understanding Escalations
The Escalation setting allows users to create multi-level escalation metrics for any contract template in CMT. Users can view, edit, duplicate, and toggle the status of existing escalations, providing flexibility in managing contract-related tasks.
Steps to Set Up Escalations
Access Settings
Navigate to the "Settings" menu to begin the process.
Go to Escalations
Click on "Escalations" to access the list of all existing escalations. Here, you can manage current settings by turning them on or off using the toggle switch, or by editing or duplicating them.
Add New Escalation
Click on "Add Escalation" to start creating a new escalation metric.
Select Contract Template
Choose the contract template to which the escalation will apply. This ensures the escalation is relevant to the specific type of contract.
Choose Escalation Type
Select the type of escalation you want to set up. This could be based on different criteria such as task deadlines, approval stages, or other contract-related actions.
Define Escalation Levels:
Set up single / multiple levels of escalation to ensure that tasks are handled appropriately if not completed within a specified timeframe.
Assign Escalation Recipients:
Determine who will be notified at each escalation level. This could include managers, department heads, or other relevant personnel.
Save and Activate:
After configuring the escalation details, click "Submit" to finalize the setup.
Toggle the escalation "On" to activate it, ensuring it is operational and ready to enforce the escalation metrics.
Features and Functionality
Multi-Level Escalation: Create multiple layers of escalation to manage tasks effectively.
Flexible Management: Edit, duplicate, or deactivate escalations as needed.
Targeted Escalations: Apply escalations to specific contract templates for tailored contract management.
Benefits
Improved Oversight: Ensures that critical tasks are escalated to appropriate personnel if not completed on time.
Enhanced Accountability: Clearly defines responsibilities and escalation paths.
Efficiency: Automates the follow-up process, reducing the need for manual tracking.
Proactive Management: Helps avoid delays and ensures that contract-related tasks are promptly addressed.
By following these steps, you can effectively set up and manage escalations within CMT, ensuring timely action on important tasks and enhancing the overall efficiency of your contract management process.