Create SLAs in Customer Service

  • Last Created On Jul 07, 2023
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General -> Prefix Settings -> SLAs


1. General


*Explanation:

The Service Business Time area is used to set the company's working time frame such as working hours of the day, working things of the week. The data set will be used for the SLA screen (For example, when a customer sends a ticket to the company at 23:00 on Sunday, but the company only does it from 8 am to 6 pm on Monday to Friday, the ticket will be processed on the 2nd day at 8 am) and will be used to calculate the Due Date for the Ticket


2. Prefix Settings

Select Settings -> Select the Prefix Settings screen

 The Prefix Settings  screen is used to set  up code data to display automatically when creating new data at SLAs, KPIs, Categories, Tickets, and Work Flow screens



3. SLAs 

SLAs screen is used to create and manage criteria and conditions for service agreement between customers and companies. The data at this screen will be used for the Tickets menu screen

Step 1: Select  the SLAs menu -> Select the Add function present in the screen


Step 2: The system  will display  the  Add Service Level Agreement  -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just performed

*Explanation:

   o   The Code field will display the code of the corresponding SLA. The data at this field is taken from the settings at the Prefix Settings screen

   o   The Name field is used to enter the name of the SLA. Example: Respond to customers instantly within 2 hours

   o   The Grace Period  field is used to enter the execution time.  If the execution time is minutes or seconds, the unit of time in  hours must be recalculated

   o   Disable overdue and warning alerts notices: If it is permissible to send an alert  when  a ticket is   overdue  but still  unanswered, do not check  it. Conversely, if warning notifications are not allowed to  be sent to the  selected person, check the box

   o    The Event field is used to select events to take when the processing time is exceeded:

·        Send  alerts to selected admins or staff

·        Close ticket

   o    The Hours of Operation field is used to select the  applicable time frame: Full-time support or support according to the company's working hours.  If not selected, the system will  default to full-time    support  hours


Step 3: After successfully saving step 2, the   system will  display the Service Level Agreement Warnings  screen  -> Proceed  to create  an alert  for  SLA -> Select the Add Service Level Agreement Warning  function with  in the screen


- Step 4: The system  will display  the  Add Service Level Agreement Warning  -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just performed. (Currently  this step is only  declared for  display, will update the business handler in  the next version)


*Explanation:

o   Enter % complete  to  alert  according  to the  duration  of the Grace Period (Hours) field. Example:  The customer  sends a sticket and is bound to respond within 2 hours, but the 2-hour time has expired  and % is not completed yet. reaching 100% will send an alert or  increase or decrease the  priority  of that ticket. The formula  for calculating % will be based on:  actual time  -  creation time = elapsed time => %  = elapsed time  / SLA   time  *100

o    The Order Number  field is used to enter the order in which the step is performed in the alert process, the smaller the number will be displayed at the top of the list and done first



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