Playbook · 3 min
When to escalate (decision tree)
Any time your stomach says this is bigger than a log entry.
- 01Safety / legal / document integrity
Now. Eric. Stop the line if needed.
- 02Money or schedule over a set threshold
Same day. Do not wait for Friday huddle.
- 03Angry client
Acknowledge, do not diagnose, get Eric in.
- 04You do not know
Say so. Log it + same-day written answer.
- 05Routine log work
You own it. Do not escalate noise.
Never
- Surprise Eric after the client already has a bad story.
- Escalate to the whole company on reply-all.
Escalate if
- You are being asked to hide, alter, or backdate anything.