Escalations

Attributes

Tab / Table / Section Attribute Remarks
Escalation   Tab
  Escalation Identifies the name or number of the escalation. The escalation name or number can be up to 10 characters in length.
  Applies To Business object for which this escalation applies, for example, INCIDENT. The escalation only monitors records for this business object. Click the Select Value button to choose a business object.
  Condition A filter that identifies the set of records for the business object targeted by this escalation. The filter is expressed in the form of a SQL where clause. You can enter this condition manually, or click the Detail Menu button to use the SQL Expression Builder. Each escalation point you create further filters this set of records.
  Site Site for which this escalation applies. Site field may be read only if the selected business object is a system-level object or a organization-level object. If you specify a site, the escalation will not monitor records at any other site in the same organization. Click the Select Value button to choose a site.
  Organization Organization for which this escalation applies. Organization field may be read only if the selected business object is a system-level object or a site-level object.
  Create Successful Execution Entry Boolean flag to indicate whether to write status upon success execution of an escalation.
  Last Run Time Time stamp indicating the last time the escalation was run by Maximo.
  Active Specifies whether the escalation is active. If the check box is selected, the escalation searches for records against the business object that meet the criteria defined in the escalation and triggers actions, notifications, or both. If the check box is cleared (the default), the escalation does not monitor Maximo for those records.
  Schedule Schedule string that indicates how often or when you want the escalation to monitor Maximo for records meeting the criteria defined in the escalation, for example, every 30 minutes. Click the Set Schedule button to define the schedule or frequency. The default frequency is every hour.
  Calendar Organization Organization that is associated with the escalation calendar.
  Calendar Calendar that specifies the days and times for which the escalation is valid.
  Shift Shift that specifies the days and times for which the escalation is valid.
     
Escalation > Validation Results   Section
Escalation > Validation Results > Escalation Points   Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Escalation > Validation Results > Escalation Points > Details   Section
  Escalation Point Automatically generated number that identifies an escalation point associated with the escalation.
  Elapsed Time Attribute Describes a date or date-time attribute of the business object selected for the escalation. For example, TARGETFINISH is an attribute of INCIDENT object. Used with the Elapsed Time Interval and Interval Unit of Measure fields to trigger an escalation if the elapsed time criteria are met.
  Escalation Point Condition In addition to the header Condition, a filter at the escalation point level that further defines the set of records you want the escalation point to target. The filter is expressed in the form of a SQL where clause. If the conditions for this escalation point are met, any actions or notifications associated with this escalation point are triggered. You can enter the SQL condition manually, or click the Detail Menu button to use the SQL Expression Builder.
  Elapsed Time Interval Together with the Interval Unit of Measure field, indicates the time period to measure against the value in the Elapsed Time Attribute field. Must be a numeric value. A positive numeric value indicates a time period in the past. A negative numeric value indicates a time period in the future.
  Interval Unit of Measure Together with the Elapsed Time Interval field, indicates the unit of time to measure against the value in the Elapsed Time Attribute field. Click the Select Value button to choose a time interval, such as HOURS or WEEKS.
  Repeat Specifies whether to continue monitoring for records that meet this escalation point's criteria after the first instance is found. If selected, the escalation will continue to trigger actions and/or notifications associated with this escalation poin when the conditions are met. If the check box is cleared (the default), the escalation only runs once when the conditions are met.
  Organization Organization associated with the calculation calendar, and used with the Calendar and Shift fields to calculate the Target Contact, Target Response, and Target Resolution dates on a ticket or work order. Click the Detail Menu button to select an organization or go to the Organizations application to create one.
  Calendar Business days and times used to calculate the Target Contact, Target Response, and Target Resolution dates on a ticket or work order. Click the Detail Menu to select a calendar or go to the Calendars application to create one.
  Shift Along with the calculation calendar, sets the business hours that calculate the Target Contact, Target Response, and Target Resolution dates on a ticket or work order. Click the Select Value button to choose a shift.
     
Escalation > Actions   1.Tab
2. Select Action Group or add individual actions by clicking New Row.
  Action Group 1. Sets of actions that are grouped together in a specific sequence, which can then be associated with an escalation point. Click the Detail Menu button to choose an action group or go to the Actions application to create one.
2. Detail Menu {Select Value, Go to Action}
     
Escalation > Actions > Actions   1. Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
2. BMXAA6126I - You can add an action only after you add an escalation point.
Escalation > Actions > Actions > Details   Section
  Action Identifies a specific action that is a member of the action group. This action is associated with an event that takes place when records are found that meet the criteria of the associated escalation point, and Maximo triggers the escalation process.
  Type 1. Displays categories of actions. MAXIMO ships with a number of predefined action types, such as Set Owner, Status Change, or Create Ticket.
2. Read-only
  Sequence Sequence associated with a specific action in this action group. For example, if an action group contains three actions, A, B, and C, and A has a sequence number of 10, B is 20, and C is 30, then A runs first, B runs second, and C runs last.
     
Escalation > Notifications   Tab
Escalation > Notifications > Notifications   1. Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
2. BMXAA6127I - You can add a notification only after you add an escalation point.
Escalation > Notifications > Notifications > Details   Section
  Template 1. Identifies the communication template that is associated with one or more notifications. Click the Detail Menu button to choose a communication template or go to the Communications Template application to create one. If you do not apply a communication template, you can create a free-form notification by completing the Role/Recipient, Subject, and Message fields.
2. Detail Menu {Select Value, Go to Communication Templates}
  Role/Recipient Person or role to which the notification is sent when the escalation is triggered. By default, the Role/Recipient value is populated from the communication template that is applied. If you do not apply a communication template, you can create a free-form notification and enter a role/recipient manually. Click the Select Value button to choose a person or role. If you are creating a free-form notification, the Select Value list displays only roles.
  Subject Displays the information for the Subject line of the e-mail notification that is sent when the escalation is triggered. By default, the Subject field is populated from the communication template that is applied. If you do not apply a communication template, you can create a free-form notification and enter a subject manually.
  Message Content of the e-mail notification that is sent when the escalation is triggered. By default, the Message is populated from the communication template that is applied. If you do not apply a communication template, you can create a free-form notification and enter a message manually.
     
Communication Log   Tab
Communication Log > Communication Logs   Table
  Owner Table Table name of the owner record
  Id NP Attr. to display the objectid
  Created By Creator of the Communication Log
  Date Creation Date
  To Single/multiple Recipient of the Communication
  cc cc'ed recipient of communication.
  bcc bcc'ed recipients of communication.
  Subject Subject of the communication
  Message Message body for Commlog

Actions

Action List / Record Only Remarks
New Escalation    
Save Escalation Record  
Clear Changes Record  
Create KPI List  
Validate Record  
Activate/Deactivate Escalation Record  
Duplicate Escalation Record  
Delete Escalation Record  
Add to Bookmarks Record  

Escalations Help

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