Case and account escalation differences
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Summary of Case and Account Escalation Differences
This document outlines the key differences between case escalations and account escalations within ServiceNow, focusing on how each type is managed and their associated processes.
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Key Features
- Management: Case escalations are typically managed by customer service agents, while account escalations are overseen by account escalation managers.
- Relationship: Case escalations correspond to individual cases; account escalations relate to multiple underlying cases associated with a single account.
- Templates: Different templates are used for case and account escalations, affecting how information is recorded and reported.
- Approval Workflow: Case escalations can automatically add case assignment group managers to the approver list; this feature is absent for account escalations due to their complexity.
- Escalation Assignment: Case escalations do not have a separate assignment, whereas account escalations include an 'Assigned to' field for escalation managers.
- Watch List: Case escalations do not allow for automatic addition of an account team to the watch list, while account escalations do.
- Updates: Updates to case escalations are reflected in the corresponding case records; updates to account escalations do not affect the account record.
- SLAs: SLAs for case escalations are tied to the individual case, whereas SLAs for account escalations are linked to the account itself.
Key Outcomes
Understanding these differences helps ServiceNow customers properly manage escalations, ensuring effective resolution of cases and maintaining oversight across multiple related issues within accounts. This clarity enables improved communication and accountability in customer service operations.
An overview of the differences between case escalations and account escalations.
- Case escalations: A customer service agent typically manages a case escalation and performs most of the problem resolution work, which is recorded in the case record. For case escalations, the escalation record is used primarily for status reporting purposes. The escalation SLA is also associated with the case record rather than the escalation record because that is where the agent provides regular updates.
- Account escalations: An account escalation manager typically manages an account escalation because it is associated with multiple underlying cases. An account manager works with multiple case owners to resolve the customer escalation and uses the escalation record to consolidate the status of the associated cases and provide regular updates. Therefore, the SLA is associated with the escalation record.
| Feature | Case Escalation | Account Escalation |
|---|---|---|
| Relationships | Corresponds one-to-one to a case. | Corresponds one-to-one to an account. Users can link specific cases to the escalation record to indicate which cases are causing the escalation. |
| Templates | Uses case escalation templates. Note: When you select Case Escalation in the Type field, an additional checkbox field appears for Add Case Assignment Group Manager to
Approvers. |
Uses account escalation templates. |
| Approval workflow | Includes an option to automatically add the manager of the case assignment group to the approver list when using the default approval workflow. | Does not include an option to automatically add the manager of the case assignment group to the approver list because an account escalation can be associated with multiple cases. |
| Escalation assignment | Does not include a separate assignment. A case escalation corresponds to an individual case and the customer service agent manages the escalation. | Includes a separate assignment. An account escalation can have multiple associated cases that are assigned to different agents so the escalation record includes an Assigned to field. An account escalation is typically assigned to an escalation manager because account escalations are typically more serious than case escalations. |
| Watch list | Does not include an option to automatically add an account team to the escalation watch list. | Includes an option to automatically add an account team to the escalation watch list. |
| Escalation updates added to case | Updates to the escalation record are also added to the Work notes field on the corresponding case record. | Updates to the escalation record are not added to the account record. |
| SLAs | The case escalation SLAs provided with the escalation feature are attached to the case. | The account escalation SLAs provided with the escalation feature are attached to the account. |