How to add Escalations level for your PM or Other Scheduled Tasks?
Escalation Matrix is an important tool to improve the efficiency of the organization processes. Whether it is technical schedules or soft FM schedules, organizations do maintain the escalation matrix so that senior authorities get intimations and timely corrective action can be taken.
In Kaizen CAFM, escalation matrix are easy to configure and use. User can define different matrices as per the need like based on
- Nature of Schedules ( Technical/ Non Technical)
- Frequency of Schedules.
- Category of Work Order or Jobs
- Criticality of the Jobs.
Step 1: After Login and opening Kaizen ( Asset / PPM). Go to setup and click escalation:
Step 2: Click on + button and give Escalation Matrix Name
Step 3: Add Levels & Email ids to be notified
Step 4: Map Schedules and Activate the Escalation Matrix
Don’t forget to activate the escalation matrix added, after selecting different schedules – PPM or Housekeeping for this Escalation Matrix
Escalation Matrix Template
PPM, Housekeeping & Log Books Escalation Matrix
Dashboard – Escalation
If you want to view the escalation insights on your dashboard you can add it. Go Dasboards -> Edit Asset PPM -> Escalation
