1. Choose Tools > Administration > Automation Rules.
The Configure Automation Rules dialog box opens.
2. Click the Escalations tab.
3. Select an item Type. The items change based on the selected type.
4. Click Add.
The Add Escalation Rule dialog box opens with the Precondition tab selected. A rule summary that changes as you configure the rule is displayed in the Summary field.
5. Select Inactivate rule after it runs once to inactivate the rule so it does not run again after the first time it runs.
6. Select This rule should only be applied once per item to apply the escalation rule once per item.
7. Optionally select a Passes filter. You may want to select a filter if the project contains a large number of items.
Click Create Filter to create a filter. See Adding filters.
Note: Escalation rules do not run if the selected filter contains includes <Current User> restrictions. The TestTrack Server performs escalations as the System user, which is the current user when escalations run.
8. Click the Schedule tab to specify when the rules are evaluated.
9. Select the frequency to Evaluate the rule.
Note: You cannot change the evaluation order of multiple escalation rules. If an activity has multiple rules that are evaluated based on the result of another rule, you may want to change the time that each rule is evaluated. For example, evaluate one rule at 10:00 and the next rule at 10:01.
10. Click the Actions tab to select the actions to perform when the rule passes. You can add the following actions: enter event, modify, send email, run executable, add to folder, remove from folder, recalculate fields, and create snapshot (requirement document triggers only). See Adding automation rule actions.
Note: You can only configure one action of each type per rule. For example, you cannot add two send email actions to one rule.
You may want to select this option if the rule is evaluated frequently.
11. Click OK.
The rule is added.