Escalate a certification task from the certification task list

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Escalate a certification task to notify the manager of the current task owner.

    Before you begin

    Role required: admin

    To escalate a task, the task owner identified in the Assigned to field on the task record must have an associated manager.

    Procedure

    1. Navigate to All > Data Certification > Tasks > All Tasks.
    2. Select the check box to the left of a certification task Number, you can select multiple check boxes.
    3. From the Actions on Selected Rows menu below the list, select Escalate.
      If the Escalate button is not available, the user in the Assigned to field does not have an associated Manager. Select multiple tasks from the list. The menu option shows how many tasks are not eligible for escalation, such as Escalate (4 of 6).