Create escalation trigger rules and policy from team record

task brazil Updated Sep 10, 2026 1 min read edit-escalation-trigger-rules-and-policy-from-team-record.md
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Create an escalation policy and trigger rules from a team record.

Before you begin

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

Procedure

  1. Navigate to Workspaces > Service Operation Workspace.

  2. Select the Schedule icon.

  3. On the Schedules page, select and hold (or right-click) the shift span and select [Omitted image "edit-icon.png"] Alt text: Edit icon icon.

Parent Topic:Configure escalation triggers and policies

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