Automated Escalation Profile for Microsoft Teams

    An automated escalation profile allows you to define how to manage a Microsoft Team when a team lifecycle task, which is the inactivity threshold task or lease expiration task, is not completed within the specified time. You can define the escalation of the incomplete lifecycle task into one or two stages, and specify the different escalation actions for each stage. To configure a team automated escalation profile, click Automated Escalation Profile for Microsoft Teams in the Settings > Request Management group. Click Create on the ribbon, and then complete the following steps:

    1. Name and Description – Specify a name and an optional description for the team automated escalation profile.

    2. Stage One – Configure how to manage a team when the team lifecycle 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 the option selected, enter a number in the text box and select Day(s), Week(s), Month(s), Year(s) as the unit of time. If a lifecycle task has not been completed after the specified period of time, the team will be archived. Then, configure the following settings:

        • You can choose to Enable team membership and team site permission changes before team archiving, and then select a team archiving profile from the drop-down list or click Create New to create a new profile if there is no existing 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 or click Create new to create a new one if there is no existing profile.

        • You can choose to notify specific people when the team is archived, and then specify users 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

        If you choose Archive the team as an escalation, you can configure the second stage escalation.

      • Delete the team – With the option selected, enter a number in the text box and select Day(s), Week(s), Month(s), Year(s) as the unit of time. If a lifecycle task has not been completed after the specified period of time, the team will be deleted. Then, configure the following settings:

        • You can choose to Use a unique approval process for this automated action, and then select an approval process from the drop-down list or click Create new to create a new one if there is no existing approval process.

        • 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 or click Create new to create a new one if there is no existing one.

        • You can choose to notify specific people when the escalation action is executed, and then specify users 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

        If the team automatic deletion is selected as the escalation, you must activate the built-in Group/Team Lifecycle Management – Delete Service.

    3. Stage Two – When you choose Archive the team as the first stage escalation for the incomplete team lifecycle task, you can choose to Delete the team as the second stage escalation, or not take any further action after the first stage escalation. When you choose to delete the team, configure the following settings:

      • Enter a number in the text box and select Day(s), Week(s), Month(s), Year(s) as the unit of time. After the first stage of escalation action has been completed after the specified period of time, the team will be deleted.

      • You can choose to Use a unique approval process for this automated action, and then select an approval process from the drop-down list or click Create new to create a new one if there is no existing approval process.

      • 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 or click Create new to create a new one if there is no existing one.

      • You can choose to notify specific people when the escalation action is executed, and then specify users 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

        If the team automatic deletion is selected as the escalation, you must activate the built-in Group/Team Lifecycle Management – Delete Service.

    4. Click Save to save all your configurations.