Introduction
You can use policies to define rules about how your organization completes follow-ups, however, you may want to configure this further based on the priority of the given follow-up.
This helpful article walks through creating a new policy that enforces that urgent follow-ups are completed within 3 days of the incident being resolved, and follow-ups with any other priority have 7 days to be completed.
Steps
Head over to Settings β Policies, and click New Policy.
Select Follow-ups
as the Policy type, and give the policy a Name and Description.
Within the At what point should we enforce this policy? β SLA days section, click the Use an expression button.
Select the If... else...
expression type, and add a new expression rule:
If
Follow-up β Priority is one of Urgent
, return3
If no rule conditions are met, return
7
This expression states that if a follow-up has a priority of Urgent
then it should be completed within 3 days, and for any other priority the follow-up should be completed in 7 days.
Click the Add button to save the expression.
Within the Follow-up requirements section, create a new requirement:
Follow-up β Status is not one of Outstanding
This requirement is enforcing that for the policy to be fulfilled, the follow-up must have a status that is not Outstanding
, thus validating that it has been completed.
Click the Create button to save the policy.