Pass or fail an escalated assessment
Tip
To find assessments escalated to a particular team, apply a custom filter with the Escalation requires team option.
If you want to be able to re-apply the custom filter quickly and easily at any time, save the filter.
To review and pass or fail an assessment that has been escalated:
Go to an entity with an assessment escalated to your team.
Under Assessments, select the name of the assessment.
Ensure all tasks have been passed. You can't approve the escalation if any tasks are incomplete or failed.
Open the drop-down for your team and select or .
Optionally, leave a comment.
Select .
When all escalation decisions are Passed, the assessment can be passed manually. Assessments with escalations can't be passed automatically by the workflow.
When any escalation decision is Failed, the assessment can only be failed. This must be done manually.
The button can be grayed out because:
You are not a member of that escalation team.
You have already made an escalation decision on the assessment.
The option is grayed out when the entity has not passed all due diligence tasks. All tasks must be passed before the assessment can be approved.
If approval is required from two different people from the same escalation team, the team is listed twice.