The following documentation provides instructions on how to retrieve a previously escalated certificate for further processing.
Please keep in mind that access to the Certificate area might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.
1. To retrieve escalated certificates, enter your Certificate Queue on the left menu bar, filter the "Certificate Status" to "Escalated" and press the "Cert ID" button to view a particular certificate.
2. You can view the escalation notes by pressing on the "Escalation History" on top.
3. If you identify an action item to further process the certificate at this point, you can manage the escalated certificate as you see fit with all available options at your disposal (delete, reject, validate and continue).
FYI: To respond to an escalation note or provide further details, you can escalate the certificate again to establish a chronological trail of comments and feedback.