Hide resolved escalation records from member dashboard each morning
Hide resolved escalation records from member dashboard each morning
Your resolved escalation records remain on the member dashboard, cluttering priority lists and delaying follow-up. This hides them so your member success managers see only active items each morning.
Overview
Stale resolved items on the member dashboard slow your team's triage and distract program coordinators. This flow automatically clears resolved escalation records after the configured review window so member success managers have an accurate, action-ready dashboard each morning.