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Implementing Escalation Process


Vivek Buzruk (3111412) | asked Jul 17 '11, 6:06 a.m.
Work Item in RTC has one embedded workflow concept which is to implement Reviews and Approvals. Escalation is slightly different embedded workflow (or supplementing workflow). Right now I am facing two challenges.

Consider that, Issue is a workitem where we want to implement escalation process. Part of the IT work of the organization is managed by their SI vendor.

1] New Issue is posted by a team member of a vendor
2] Vendor Team Leader (TL) looks at the posted Issue. He takes ownership and finds that this may need to be escalated to the customer. So, he adds his comments and escalates this first to his (Project/Program Management office) PMO.
3] PMO team member of Vendor, after reviewing, aggrees to escalate to the customer. Now PMO team member acts as the sub-owner of the issue, adds his comments and escalates the issue to a customer.
4] Customer member of RTC project reviews and takes proper action or may suggest alternatives. In some cases, he may revert back asking vendor to act on their own. Basically he reverts back with his comments/actions which are recorded in work item as text or state change.
5] In the end, issue is resolved as a result of collaborative action or sometimes it is rejected.

How should one implement such sub-workflows in RTC? In future, it may be necessary to record time of each action and generate certain triggers (well at this point I am ok to run a query and check pending escalations).

Thanks for any suggestion.

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Geoffrey Clemm (30.1k33035) | answered Jul 17 '11, 10:16 a.m.
FORUM ADMINISTRATOR / FORUM MODERATOR / JAZZ DEVELOPER
I'd suggest creating a new work item type called an "Escalation", which
is filed against the team responsible for handling the escalation. So
the original Issue and the Escalation are two separate work items,
connected by the appropriate link type (related-to, depends-on, child).

Cheers,
Geoff

On 7/17/2011 6:08 AM, vivek_buzruk wrote:
Work Item in RTC has one embedded workflow concept which is to
implement Reviews and Approvals. Escalation is slightly different
embedded workflow (or supplementing workflow). There are 2 challenges
right now I am facing.

Consider Issue is a workitem where we want to implement escalation
process. Organization's part of the IT work is carried their by SI
vendor.

1] New Issue is posted by a team member of a vendor
2] Vendor Team Leader (TL) looks at the posted Issue. He takes
ownership and finds that this may need to be escalated to the
customer. So, he adds his comments and escalates this first to his
(Project/Program Management office) PMO.
3] PMO team member of Vendor, after reviewing, aggrees to escalate to
the customer. Now PMO team member acts as the sub-owner of the issue,
adds his comments and escalates the issue to a customer.
4] Customer member of RTC project reviews and takes proper action or
may suggest alternatives. In some cases, he may revert back asking
vendor to act on their own. Basically he reverts back with his
comments/actions which are recorded in work item as text or state
change.
5] In the end, issue is resolved as a result of collaborative action
or sometimes it is rejected.

How should one implement such sub-workflows in RTC? Thanks for any
suggestion.

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