How do I create and edit Email Escalations?

To create or edit an email escalation, you will need to log into the relevant RiskWise system and then go into the settings by clicking the setting icon in the top right corner followed by ‘Email Escalations’.

You can then either edit an existing email escalation by clicking onto the pencil icon on the right-hand side, or you can create a brand new escalation by clicking the `Add Email Escalation’ in the top right hand corner within the grey tool menu. 

Once you have either edited or chosen to create a new email escalations, a pop up screen will then appear where you can input the email description and you can choose the email category. You can then go through the list and select which type of email you wish to create.

If you then press continue, the next page will allow you to input the subject and the content of the email.

The next few pages will also allow you to select or deselect which inspection / action types you require in order for the email notification to be triggered. Furthermore, you will also be able to select if you require certain property information or user assignments to be included in the email and you can also add extra Accident fields when creating email escalations on the Accident, Incident & Claims module.  Lastly you will also be able to select which users and which user levels would need to receive the email notification.