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Escalate an Incident

Escalate an incident when it needs urgent attention — for example when there is a serious risk, or when a registered manager or the office needs to be made aware.

Escalate an Incident​

To escalate an incident, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Open the incident, either from the client's "Incidents" tab or from the company-wide "Incidents" page.
  3. Click on the "Escalate" button.
  4. (Optional) Record why the incident is being escalated and who needs to be aware — for example the risk, the office or lead contacted, and any urgent next step.
  5. Click on the "Escalate incident" button.

Workmax updates the incident's status to Escalated and records the action on the incident timeline. Once the incident has been dealt with, you can resolve it. If you have any questions or need help, please contact Workmax Support.