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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.

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Steps

Head over to Settings → 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? → SLA days section, click the Use an expression button. Select the If... else... expression type, and add a new expression rule:
  • If Follow-up → Priority is one of Urgent , return 3
  • 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 → 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.