How to set Auto Escalations from the Product Settings

Are you looking for a solution that can help your business efficiently detect and notify you of high usage on; Data, Voice, or Messages?

The Corporate Portal's Auto Escalation functionality offers an effective solution. This feature allows you to set Auto Escalation parameters that specify at which usage tier a contract will be automatically escalated for review. 

Below are the steps on how to activate/enable Auto Escalations settings.1. From the landing page, click the ‘Preferences’ using the side menu bar. This will take you to the product setting page.

2. Click 'Auto Escalations Area' located on the right-side of the page.

3. You will find three tiers of settings, look at each and ‘Enable’ the tiers that you would need to monitor or keep track of.

3.1. Tier 1: Disallowed Traffic & Services

• The first-tier auto escalation is triggered when the Corporate Portal detects that a subscriber has used disallowed services, as specified in the product settings or their assigned mobility profile.

3.2. Tier 2: High Usage

• The second-tier auto-escalation is triggered when the Corporate Portal detects that a subscriber has exceeded the high-usage threshold specified in the product settings or their assigned mobility profile.
• Users can adjust the Threshold Percentage Value by moving the slide bar left or right. This setting determines the usage percentage at which a contract will be automatically escalated for review. 

3.3. Tier 3: Excessive Usage

• The third-tier auto escalation is issued when the Corporate Portal detects that a subscriber has exceeded the excessive-usage threshold specified in the product settings or their assigned mobility profile. 
• Users can adjust the Threshold Percentage Value by moving the slide bar left or right. Note that this percentage value cannot be less than the high-usage threshold value. (You will notice the sliding scales move higher or lower depending on which tier you increase or decrease).
• Extra Tip: Choose those the preferred Escalation Action. It is important to mention that Corporate Portal can manage subscribers' services through Soft locking. This functionality reports on excessive usage and restricts access to allocated Voice, Data or Messages.

4. Once complete with enabling the three tiers, scroll down to the bottom of the page and click ‘Save Settings’.

Please note the following:

• When a subscriber exceeds any tier threshold, they will automatically be added to the escalation area.
• The process of applying and removing a soft lock can take up to 24 hours to affect. Soft locking is not guaranteed from a technical point of view and should be used as a guideline to manage spend on your account. Or for any reason the limit is not implemented, you are still liable to pay for usage on the account.
• The above steps will enable auto escalations globally however they can still be disabled per mobility profile.