Case Escalation Management Review Search 199

Purpose

This saved search shows Class records that need attention for partner referral tracking.

Criteria

Criterion	Value
Record type	Class
Status	Open or pending review
Inactive records	Excluded

Results

Column	Purpose
Internal ID	Opens the source record
Status	Shows current process state
Owner	Shows who should review next
Last modified	Helps identify stale records

Operational notes

• Check criteria before using this search as an automation trigger.
• Keep result columns concise for daily review.

Related configuration

This object references:

• Case Escalation Management - connected through the partner referral tracking process.
• class - connected through the partner referral tracking process.

Technical reference

Record identity

Item	Value
Record name	Case Escalation Management Review Search 199
Script ID	customsearch_demo_partner_referral_tracking_199
Object type	Saved Search
Source XML	Objects/customsearch_demo_partner_referral_tracking_199.xml

Project assignment

Item	Value
Primary project	Case Escalation Management
Record types	Class