Save an escalation policy as a template

Save an escalation policy as a template to save time and to avoid creating policies from scratch.

Before you begin

Role required: Manager or Administrator

About this task

Note: Only a manager or an administrator can save an escalation policy as a template.

Procedure

  1. Log in to Incident Response.
  2. On the navigation pane, click On-call teams.
    The On-call teams landing page from where you can search for a team, sort teams, or create a new team.
  3. Click the team's card whose escalation policy you want to save as a template.
  4. Click the Escalation policies tab.
    Escalation policies page.
  5. Click Save as a template..
    The Save this escalation policy as a template form appears.
    The Save this escalation policy as a template form appears.
  6. On the form, fill in the fields.
    Field Description
    Name your template Name of the template.
    Description Brief description of the purpose of the template.
    Only visible to me Option to specify whether the template is for personal or general use. If you select the check box, the template is visible only to you.
  7. Click Save.
    The escalation policy is saved as a template.