Escalating the review items

Last published : Oct 15, 2026
Similar to adding comments to the review items (emails and collaboration messages), you can escalate the review items to an individual reviewer or a group of escalation reviewers. You can also attach one or more files to escalation comments to provide supporting information or additional context for escalation reviewers.
You must have the Add Own Review Comments permission to add comments and the Add Comment Attachments permission to attach files to comments.
To escalate a review item
  1. In the left navigation pane, click Review.
  2. Search for and select the department and the item you want to escalate from that department.
    See Filtering the items in the Review pane.
  3. View the details in the Preview pane.
  4. On the action bar, click Escalate.
    The Select an Escalation Reviewer dialog box appears.
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    The department name appears in the first drop-down field.
  5. In the Select an Escalation Reviewer drop-down, select an individual reviewer or an escalation reviewers group to whom you want to escalate the review item.
    Selecting an escalation reviewers group is beneficial, as any member can review escalated items, whereas an individual reviewer's absence may cause delays.
  6. Under Add Comments, expand the Standard or Recent comments group, and select a relevant predefined comment, depending on your permission level.
    If you do not find a relevant predefined comment, enter a new comment for the item under Search or Add a new comment here.
    Note: To display standard review comments before recent review comments, enable the Show standard review comments first option.
  7. To attach a file, click Attach File.
  8. Browse to the required file and click Open.
  9. Verify that the attachment is displayed in the dialog box.
  10. Click OK.
    The item is marked with the escalation symbol.
    After an item is escalated, you can view the selected escalation reviewer or escalation reviewer group in the Escalation Owner column of the items grid, within the History pane of the item, and in the Escalation Reviewer facet under Filters.
    Note: If an escalation reviewer is assigned the Review Only Assigned Escalations permission, they can access only the escalation items explicitly assigned to them. All other escalation items remain inaccessible. For more information, see Predefined user roles and permissions.
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Managing reviews