Create escalation trigger rules and policy from team record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Navigate to team record to create new policy and trigger rules

    Antes de Iniciar

    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

    Procedimento

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