Escalating items

Compliance Accelerator lets you escalate an item that you are reviewing to one or more higher authorities, called escalation reviewers, for further attention. Once you have escalated the item, you can continue to perform the reviewing actions that your permissions allow. However, you cannot escalate the item again until an escalation reviewer chooses to close the escalation.

All escalated items are visible to all escalation reviewers.

You must have the Escalate Messages permission to escalate items. By default, department reviewers and exception reviewers have this permission.

To escalate an item

  1. In the Review pane, select one or more items that you want to escalate.

    To select multiple adjacent items, click the first item, and then hold down the Shift key and click the last item. To select nonadjacent items, click the first item, and then hold down the Ctrl key and click additional items. To select all the items, press Ctrl+A.

  2. Click the Escalate button at the bottom right of the pane.

  3. Select one or more escalation reviewers to whom you want to assign the items. If you choose the [Default] option, Compliance Accelerator assigns the items to the default nominees for escalations within the department.

  4. Click OK.

    The escalation reviewers can access the items by selecting Escalation Review in the Mode box at the left of the Review pane.

More Information

About the Compliance Accelerator permissions

Assigning escalated items to other escalation reviewers

Closing escalated items