K2 Rules and Logic - Escalation Rule
Escalation Definition: The process of handling the outcome of a process, activity or event item instance where the designated destination user has not actioned the item within a specific, allocated period. The escalation principle applies to a process and an activity since an activity that is not completed will prevent an entire process from not completing. Escalations can be configured at process and activity level. See the topics listed below to configure one of these features.
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Escalations must be configured manually. When an Escalation is not configured the process, activity or event will remain unmonitored if the destination user does not action it and consequently complete the process. |
Levels of Interaction
The Escalation Rule can be exercised at the following levels in a process.
| Escalation Levels | |
|---|---|
| Process Level | The process will escalate based on the conditions configured at process level |
| Activity Level | The process escalates when the activity is not actioned before the escalation takes place. |
| Event Level | The Event level escalation escalates only the event within the Activity. Where multiple events exist within a single activity one or more events can be expired. For Event Level: When the event is expired by the escalation the activity continues to exist until it is completed or is expired by an escalation. |
Figure 1 - Escalation Tiers K2 Studio
Figure 2 - Escalation Tiers K2 Designer for Visual Studio
The Escalation Wizard
The Escalation Wizard enables an escalation template to be selected and configured. The action template is a defined course of action performed when the escalation occurs. Two core items are configured during this process namely the 1) Escalation Rule, 2) Action Template.
Escalation Rule
The Escalation Rule forms the basis of the Escalation Wizard and determines how the escalation will take effect. The Action Template is configured after the Escalation Rule has been determined.
| Escalation Rule |
Process |
Default Activity |
Event Item |
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| Escalate On |
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| Escalate After |
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Action Templates
The table below provides a summary of the Action Templates' availability at the various levels with the K2 Designer.
The Action Template is a system feature that enables the developer to configure the escalation to either escalate or do more; take action when the escalation takes place. The different actions are discussed in the Escalation Rules Wizard.
| Escalation Action Templates |
Process |
Default Activity |
Event Item |
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| Default |
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| Expire Activity |
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| Goto Activity |
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| Redirect Activity |
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