#Configure Automated Escalation Profiles for Teams

Automated escalation profiles for teams can enable an automated escalation process when the team management task, such as 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 teams, click Create > Automated escalation profile for team on the ribbon to open the Create escalation profile for team panel and configure the following settings:

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

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

3. Stage one – Configure how to manage a team when the team 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:

   • Archive the team – With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. The team will be archived if the team management task has not been completed and has been overdue for your specified time.

     • You can choose to Archive the group team site. When the team is archived, the group team site will be archived.

     • You can choose to Enable team membership and team site permission changes before team archiving. Select a Team archiving profile from the drop-down list. For details on configuring a team archiving profile, refer to Configure Team Archiving Profiles.

       When a team is archived, the team membership and team site permissions will be changed according to the configurations in the archiving profile.

     • 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 add 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 “$Current task assignee” role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

   • Delete the team – 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 team task will be generated if the team 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 add 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 “$Current task assignee” role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

   • Opus Archive the team – If you have an available subscription to AvePoint Opus, you can choose Opus Archive the team as the escalation action. With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. The team will be archived via Opus if the team management task has not been completed and has been overdue for your specified time.

     • You can choose to Enable team membership and team site permission changes before team Opus Archiving. Select a Team archiving profile from the drop-down list. For details on configuring a team archiving profile, see Team Archiving.

       When a team is archived, the team membership and team site permissions will be changed according to the configurations in the archiving profile.

     • 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 add 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 “$Current task assignee” role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

   NOTE

   If you choose Microsoft 365 Archive the team as the first stage escalation action, you can configure the second stage escalation.

4. Stage two – When you choose Archive the team as the first stage escalation, you can choose to Delete the team, Archive the group team site, or Opus Archive the team as the second stage escalation, or not take any further action after the first stage configuration. If you choose to delete the team, Microsoft 365 Archive the group team site, or Opus Archive the team configure the following settings:

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

     • If you choose Opus Archive the team as the stage two escalation action, you can choose to Enable team membership and team site permission changes before team Opus Archiving. Select a Team archiving profile from the drop-down list. For details on configuring a team archiving profile, refer to Configure Team Archiving Profiles.

     When a team is archived, the team membership and team site permissions will be changed according to the configurations in the archiving profile.

     • 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 “$Current task assignee” role refers to the assignees of the current confirm governance details, renewal, or contact election tasks.

5. Click Save to save all your configurations.