Objective
Ensure proper escalation of tickets from Service Desk Tier 1 (SD1) to Service Desk Tier 2 (SD2), with complete tagging and documentation for accurate tracking and reporting.
Symptoms
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How to escalate a ticket to sd2
Eligibility
This process applies to all SD1 agents escalating tickets to SD2 for further troubleshooting or resolution.
Procedure
- Open the ticket requiring escalation.
- Add custemail in the Tags field

NOTE: SD2 sends an email to the customer when a case is escalated. This is triggered by the custemail tag.
If the ticket is not tagged correctly, the notification will not be sent. This may result in unnecessary follow-up calls from customers, even if the case has already been escalated.
- Tick the Escalation Requested checkbox.
- Complete the required dropdown fields:
- For Escalation Source field, select Support.
- For Escalation Reason field, select the most appropriate option based on the issue.
- If the issue is for SD2 escalation, select Standard Support Process
- If the issue is for all other departments, select Other
- Confirm that all fields are filled out before submitting the escalation.
- Document any troubleshooting steps performed and additional details in the ticket notes.
- Submit the ticket for SD2 handling.
IMPORTANT: Failure to include the escalation tag or dropdown selections will be considered incomplete documentation.
Escalation Information
If you have any questions or concerns, contact TJ Aniban
Change Log
| Date | Description |
|---|---|
| Apr 11, 2026 | Added Step 2. Adding a custemail tag. |
| Mar 28, 2026 | Article creation |