Summary
In short
- An escalation record is an engine used in General that records that an issue has been raised to a higher level, with why and to whom. It is built against ISO 45001 cl.7.4 and forms part of the Master Data and Foundations programme.
- Raised when a response is overdue or a decision sits above the owner. Completed by whoever escalates.
- The template holds 38 fields across 4 sections.
- Scoring is escalations closed, where high is good.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: used by CAPA, Findings, Actions.
What it is
What it is
What is an escalation record?
An escalation record is an engine used in General that records that an issue has been raised to a higher level, with why and to whom. It is built against ISO 45001 cl.7.4 and forms part of the Master Data and Foundations programme.
When is an escalation record completed?
An escalation record is completed automatically, whenever the upstream record it watches changes. Raised when a response is overdue or a decision sits above the owner.
When to use it
When to use it, and when not to
This engine is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this engine covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form ESC-2026-000
- You are running the Master Data and Foundations programme and this is one of its steps
- A linked record needs this one to exist: used by capa, findings, actions
Not for
- Risk Assessment, which the single risk assessment used across the whole business.
- Root Cause Analysis, which finds out why something happened rather than who was involved.
- Corrective and Preventive Action, which the single action record used everywhere.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the escalation record template based on?+
It is built against ISO 45001 cl.7.4. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the escalation record contain?+
There are 4 sections: header, position, related records, escalation. Together they hold 38 fields, 29 of which are required.
How often is an escalation record raised?+
A new record is raised automatically, whenever the upstream record it watches changes. Each one is given an ID in the form ESC-2026-000, so it can be traced and referenced from other records.
Which programme does the escalation record belong to?+
It is part of Master Data and Foundations. One place for each thing, so a change updates everywhere rather than in eight lists.
How is an escalation record scored?+
Scoring is escalations closed. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the escalation record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the escalation record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization