To add an SLA target to a generic task definition

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The procedure to add an SLA target to a generic task definition is as follows:

  1. Navigate to Quick Menu > Generic Case > Configuration > Generic Case Task Definitions. The Generic Case Task Definition Configuration window is displayed.
  2. Expand a category heading and select a generic task definition from the alphabetical list, or type its name into the Search Task Definitions field. By default the list is filtered to show Current task definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on SLA. The SLA tab is activated.
  4. Click on New SLA. The Task Definition SLA window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this SLA is relevant, or choose the All option, as required 1 2.
  6. Using the SLA definition drop-down field, select the target completion schedule appropriate to this generic task.
  7. Where manual override of the calculated target completion date is permitted, activate the Revision allowed tick box provided.
  8. Choose an Effective from date for this task definition SLA i.e. the date on which it came into effect 3.
  9. Choose an Effective to date if the task definition SLA is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the SLA will never expire.
  10. Click on Confirm. The new service level agreement for the generic task definition is displayed in the SLA summary table.
  11. Repeat steps 4 through 10 to add a further SLA to the same generic task definition 4.
  12. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Task Definitions field will match against any element of the generic task description.

2 Only those companies assigned to the generic task definition will be available for selection.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 Only one SLA rule can be effective for a single company at any one time; where overlapping Effective from and Effective to dates are detected, the user will be asked to amend the values accordingly.


See related topics...

Generic task maintenance overview

To create a new generic task definition

To create a new SLA target definition for a generic case classification