To add an escalation or reminder option:
- In the RiskVision, go to Configuration > Workflows. The Workflows page is displayed.
- Select the workflow to open its details page.
- Click Edit at the top-right corner of the details page.
- Click the workflow stage in which you will want to add an escalation or reminder. The details are displayed.
- Under Options, click Add Option. A new option is added.
In the first drop-down list, select the reminder or escalation option.
- Enter a number in the days field.
- In the second drop-down list, select one of the following: on, before, and after.
- In the third drop-down list, select a date type.
- In the fourth drop-down list, select an email template to notify users for reminder or escalation purposes.