Two User Defined Fields are defined to support the use of escalation. These are:
In the data dictionary, you must set both Allow selection on reports and Filter criteria to have a value of Yes on these fields. In addition, you must have granted permission to read and update these fields for the user role of the ADMIN user. These fields do not need to appear on a layout. In a new ExtraView system, these fields are supplied with read and write permissions for the admin user role.
Also, the date mask for the ADMIN user account that is running the escalation task must include a time component; it cannot be a simple day format.
The initial maintenance screen shows a summary of all the escalation rules in your installation
Maintaining escalation rules
From this screen, you can create new escalation rules, or maintain the list of users attached to each escalation rule. You can also view whether the escalation rules are global or whether they are executed for an individual business area and project.
Also note that if the user has write permission to CF_ESCALATION_RULES, then the user will see all the global escalation rules and may opt in and opt out of these lists. The user needs write permission to individual business areas and projects to be able to opt in and opt out of any escalation rules defined within these.
