How to Set Up Soft-Services Escalation

Step 1: Log in to the FacTech Admin Dashboard using your credentials.

Step 2: Click on Soft Services.

Step 3: In the newly opened tab, click on Setup in the left-hand panel.

Step 4: Click on the HK Escalation button.

Step 5: Click the + (Plus) button to add a new escalation and enter the escalation name.

Step 6: Click on the newly created escalation name to configure its details.

Step 7: Click on + Level to add an escalation level. Repeat this step to add multiple levels as required.

Step 8: Enter the escalation time and notification contact email address for each level. To add multiple email addresses, separate them with commas ( , ).

Step 9: Enable the Active/Inactive toggle to activate the escalation.

Step 10: Select the appropriate Category for which you want to configure the escalation.

Step 11: Verify the configured details. Your Soft Services Escalation is now set up for the selected category.