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With escalation rules configured you can:

• Automatically notify the right people when a high-risk event is raised
• Apply consistent escalation paths across hazards, incidents and NCRs
• Reduce the risk of critical events sitting unactioned
• Maintain an auditable record of who was notified, when </aside>

Escalation rules decide who gets notified and how fast when a hazard, incident, NCR or fault lands in each Risk Rating band. They combine the risk score from your Configuring the 5×5 Risk Matrix with the roles in your Setting Up Your Safety Org Chart. This is Step 1 C of your Safety Management System (Preview) setup — complete it after your Safety Org Chart and Risk Matrix are configured.

How escalations drive the SMS

When an event is raised in Hubfleet, its Likelihood × Severity score maps to a Risk Rating band. Each band has its own escalation rule that decides:

• Who is notified — Category Leader, Overall Safety Leader, Escalation Contact, or a combination from your Safety Org Chart
• How fast they need to respond
• What happens if they don't action it — re-escalation up the chain

Get this right and a high-risk event raised at 2am reaches the right person automatically. Get it wrong and critical events sit unactioned in inboxes.

Alerts follow the Safety Category

When someone risk-rates a hazard, incident or NCR, they also pick a Safety Category for it — Fatigue, Maintenance, Mass and Dimension or Safety. If your escalation rule notifies the Category Leader, Hubfleet resolves which Category Leader at the moment the rating is saved: rate an event as Fatigue and your Fatigue Category Leader is alerted; rate it as Maintenance and your Maintenance Category Leader is alerted. The same dynamic resolution applies to any other category-scoped role used in escalation rules — the person is decided at rating time, by the category the rater picks.

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Escalation rules live in the same edit modal you used for the Configuring the 5×5 Risk Matrix — that article covers the Custom Label portion of the modal; this article covers the Notification Roles and Response Rules portion.

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What you'll configure

For each Risk Rating band (Very Low → Very High / Extreme):

• Notification Roles — which Safety Org Chart roles receive the alert
• Response Rules — response-time expectations, re-escalation behaviour and multi-level escalation up the chain

You configure each band independently. Most operations escalate harder for higher bands and leave lower bands without an escalation rule at all.

Prerequisites

• Step 1 A complete: Setting Up Your Safety Org Chart
• Step 1 B complete: Configuring the 5×5 Risk Matrix