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Escalating with the facts

Raising an issue to a manager with the facts, impact and options so they can decide quickly.

Good work shows: States the issue and impact briefly; gives dates, amounts and sources; offers options or a recommendation.

Escalating with the facts is one of the judgement skills on FinderK.

The job simulations and Skill Paths below include work that is checked for this skill. You do the work in an original fictional company and get feedback on it.

Job simulations

Answer the queue without over-promising

Customer support associate at Hearth Box

About 50 minutes. Included in Plus.

Six customers wrote in overnight after a bad delivery day. Sort the queue, apply the credit policy, reply honestly to an angry customer and escalate a food safety report with the facts.

Skills: Sort a support queue by urgency and impact; Apply a credit policy and approval limits; Write an honest customer reply under pressure; Escalate a food safety report with the facts

A nurse short on Ward 7 tonight

Nurse in charge, night shift at St Aldhelm's Hospital

About 54 minutes. Included in Plus.

A registered nurse has called in sick and a confused patient now needs someone with him all night. Work out what the ward needs, get cover through the escalation route, and allocate the night safely.

Skills: Calculate safe staffing from patients' care levels; Escalate a staffing gap in writing with SBAR; Allocate patients within load and competency limits; Plan for the time before cover arrives

Plan the garden centre's November posts

Social media coordinator at Wren and Dale Garden Centres

About 65 minutes. Included in Plus.

The agency says photos are the garden centre's best posts and wants more of them. Measure October properly, plan November's biggest moments within budget and the advertising rules, and handle a complaint that is spreading in the comments.

Skills: Compare content performance like for like; Plan content around business moments within a budget; Follow advertising and giveaway rules; Handle a public complaint without promising or arguing

Rebooking the cancelled skin clinics

Outpatient booking coordinator at Riverside General Hospital

About 55 minutes. Included in Plus.

A consultant is off sick for two weeks and sixteen patients need rebooking. Put them in the right order with the right clinicians before their target dates, look after a patient who cannot make the only slot, and tell the manager about any breach.

Skills: Prioritise patients by access targets and policy; Match patients to the right clinician and time; Talk to patients about changes without causing alarm; Report a breach early with the facts

Review the CRM contract redlines

Legal operations assistant at Kittering Homes

About 60 minutes. Included in Plus.

A supplier has sent back your company's contract with fifteen changes and the sales team wants it signed by Friday week. Sort the changes against the playbook, escalate what you cannot agree, and answer the supplier without giving away more than you may.

Skills: Review contract changes against a playbook; Spot a change of meaning hidden in a definition; Escalate with a clear risk and recommendation; Negotiate in writing within your authority

Review the partial refund change

Software engineer at Gatehouse Tickets

About 60 minutes. Included in Plus.

A colleague's change will issue partial refunds to thousands of festival customers, and all its tests pass because they check the code against itself. Work out the right refunds from the finance policy, review the change, and hold the line on a money bug when the release date is used as pressure.

Skills: Check code against the rule it implements, not its own tests; Work out expected money values exactly from a policy; Write review comments an author can act on; Hold a safety decision under release pressure

The documents the client wants to leave out

Paralegal at Ashby Kerr Solicitors

About 55 minutes. Included in Plus.

A client has sent sixteen documents for an employment tribunal claim and wants the damaging ones left out. Review each for relevance and privilege, raise the hard calls with the solicitor, and draft the list, explaining kindly to the client why a manager's message has to go in.

Skills: Decide relevance against the issues in a case; Recognise privileged and without prejudice documents; Escalate a legal question instead of deciding it; Explain a disclosure duty to an unhappy client

The food cost that jumped

Assistant restaurant manager at The Gannet Kitchen

About 55 minutes. Included in Plus.

The weekly food cost has jumped from 31 to 40.5 percent and head office sees it on Wednesday. Find what is wrong in the records, query the supplier, and explain what is really driving the cost.

Skills: Check purchases and stock records for errors; Calculate a weekly food cost percentage; Query a supplier politely and within authority; Explain the cause of a cost rise with figures and options

The missed bins after the breakdown

Customer services officer at Northbrook Borough Council

About 55 minutes. Included in Plus.

Fourteen missed bin reports after a breakdown and a short staffed route. Decide who gets a crew back under the policy, reply honestly to residents, and answer a councillor without promising special treatment.

Skills: Apply a published service policy case by case; Protect vulnerable residents through escalation; Reply to residents honestly without blame; Answer an elected member within the rules

The Monday helpdesk at Calloway House

Facilities helpdesk coordinator at Brightstone Property Services

About 50 minutes. Included in Plus.

Twelve requests after a wet weekend: a trapped person, a leak onto a desk, a stuck fire exit, cold offices and a few things that are not yours to fix. Triage them, get approval where you need it, and tell tenants the truth about who pays.

Skills: Prioritise building faults by risk and service level; Decide responsibility using lease clauses; Act on safety first and get approval for spending; Say no to a tenant politely and with the clause

Twelve repairs before the cold snap

Housing officer, repairs at Calderbrook Homes

About 70 minutes. Included in Plus.

Twelve repair requests, a cold snap from Wednesday and a contractor who will soon be fully booked. Triage them under the policy, answer a resident who has been told the wrong thing, and get a decision on a roof above your limit.

Skills: Triage repairs by risk to the household under a policy; Keep repairs separate from rent arrears; Write to a resident honestly about a repeat problem; Request approval with options, costs and interim safety

Wheat for this week's lorries

Farm assistant, grain store at Hollins Farm Partnership

About 55 minutes. Included in Plus.

Eight lorries are booked for this week's wheat. Check every bin against the contract, decide what needs drying or checking and what that costs, and tell the merchant honestly what is coming.

Skills: Check stored grain against a contract on every measure; Spot a risk in a trend, not just a reading; Compare the cost of acting now with the cost later; Change bookings honestly within authority

Skill Paths

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