#Configure Automated Escalation Profiles for Loop Workspaces

Automated escalation profiles for Loop workspaces can enable an automated escalation process when the Loop workspace renewal task is not completed within the specified time.

To access Automated escalation profiles, click the Automated escalation profiles card on the Profiles & templates page.

To define automated escalation profiles for Loop workspaces, click Create > Automated escalation profile for Loop workspace on the ribbon to open the Create escalation profile for Loop workspace panel and configure the following settings:

1. Profile name – Enter a name for the automated escalation profile for Loop workspaces.

2. Description – Enter a description for the automated escalation profile for Loop workspaces.

3. Stage one – Configure how to manage a Loop workspace when the workspace management task is not completed within the specified time. Choose one of the following two escalation actions from the drop-down list as the first stage escalation:

   • Restrict access to the Loop workspace – With the option selected, enter a number in the text box and select Days, Weeks, Months, Years as the unit of time. If a Loop workspace management task has not been completed and has been overdue for your specified time, access to the Loop workspace will be restricted.

     • Select a Loop workspace limit access profile to determine how Loop workspace membership is managed when access to the Loop workspace is restricted.

     • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The “$Object admin” role refers to the Loop workspace owners. The “$Current task assignee” role refers to the assignees of the current renewal tasks.

   • Delete the Loop workspace – With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. A delete Loop workspace task will be generated if the Loop workspace management task has not been completed and has been overdue for your specified time. You can choose to:

     • Use an approval process for this automated action, and then select an approval process from the drop-down list.

     • Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • Notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The “$Object admin” role refers to the Loop workspace owners. The “$Current task assignee” role refers to the assignees of the current renewal tasks.

4. Stage two – When you choose Restrict access to the Loop workspace as the first stage escalation, you can choose to Delete the Loop workspace as the second stage escalation, or not take any further action after the first stage configuration. If you choose to delete the Loop workspace, configure the following settings:

   • Enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. A delete Loop workspace task will be generated if the Loop workspace management task has not been completed and has been overdue for your specified time.

     • You can choose to Use an approval process for this automated action, and then select an approval process from the drop-down list.

     • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

     • You can choose to notify specific people when the escalation action is executed, and then specify users or groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups) as the email notification recipients. You can also enter $ to select from available user roles. Then, select an email template from the drop-down list, and the escalation notification email will be sent in your selected email template.

       NOTE

       The “$Object admin” role refers to the Loop workspace owners. The “$Current task assignee” role refers to the assignees of the current renewal tasks.

5. Click Save to save all your configurations.