Escalate action form

This popup form can be accessed via the Options menu iconoptions menu in the top header area of the action view page, as shown in Figure 1. Alternatively you can access the escalate iconescalate popup form via the Actions menu iconactions column menu of the Actions tab at any of the parent view pages (e.g. Contact details iconorganisation, Programme iconprogramme, Project iconproject, Subproject iconsub-project etc), as shown in Figure 2.

Figure 1 – Access via options menu

Figure 2 – Access via actions tab

This popup is shown in Figure 3 and is used to escalate action to a higher authority.

Figure 3 – Escalate action form

This form allows you to escalate this action upwards, e.g. from a project to a programme, or to a specific user. Use the authority drop-down list to select where you want to escalate the action and if you are happy with this selection, click the “Escalate action” button at the bottom of the form. Click the “Cancel” button if you no longer want to escalate the action.