Escalation Record Template

Copy this template to docs/escalations/[date]-[topic].md in the working repo.
Also file a GitHub issue using ISSUE_TEMPLATE/agent-escalation.md for tracking.

Escalation Record

Date: [ISO 8601, e.g. 2026-03-31T15:00:00Z]
Agent: [Agent name / platform]
Session: [Branch or session ID]
OTOI Version: ORG-DEV-OTOI-1.0.0
Escalation Target: Joshua W. Dorsey, Sr.
Priority: [low | medium | high | critical]

Trigger

[What caused this escalation? Be specific. Which guardrail was triggered, which decision was required, or which blocker was hit?]

Situation

[Describe the situation requiring escalation in full detail. Include relevant context from active-threads.md, the task at hand, and any constraints.]

Decision Required

[What specific decision or input is needed from Joshua? State this as a clear question or list of questions.]

Options Considered

  1. [Option A]
    • Description: [What this would involve]
    • Trade-offs: [Pros and cons]
  2. [Option B]
    • Description: [What this would involve]
    • Trade-offs: [Pros and cons]

Recommendation

[Agent’s recommendation, if any. If you have no strong recommendation, say so and explain why.]

Blockers

[What cannot proceed until this escalation is resolved? List all blocked tasks or decisions.]

Resolution

(To be filled in after Joshua responds)

Date resolved: [ISO 8601]
Decision: [What was decided]
Decided by: [Name]
Actions taken: [What was done as a result]