Create escalation trigger rules and policy from team record

Navigate to team record to create new policy and trigger rules

Before you begin

Get an overview of how to create escalation trigger rules and policy from a team record in this video.

Role required: rota_manager, rota_admin

Procedure

1. Navigate to Workspaces > Service Operation Workspace.
2. Click the Schedule icon.
3. On the Schedules page, right-click the shift span and click icon.