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Add Service Level Agreements (SLA)

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This article will show you how to create a SLA for a Request Category. The SLA is an internal metric for how long it should take staff to close a request. Setting an SLA can help staff prioritize requests and also allows you to track which requests are falling outside of that expectation. You can also assign a primary contact who should be notified if any requests within the category are past the specified SLA timeframe.

Who can use this feature?

Owner

Instructions

  1. Sign in to your site

  2. Select your Profile, then select Manage Organization:The User Profile dropdown menu with the Manage Organization option highlighted.

  3. Click Request Categories:The Requests section with the Request Categories option highlighted.

  4. Next to your desired Request Category, select the Actions (three-dot menu) and click Edit:The Actions menu of a specific request category with the Edit option highlighted.

  5. Locate the Subscriptions and Benchmarks section and choose Days or Weeks from the drop-down menu under Service-Level Agreement (SLA):The Subscriptions and Benchmarks section with the Service-Level Agreement Unit dropdown expanded.

  6. Enter a unit of time for the SLA, which may be a whole number or entered in 0.1 increments:The Service-Level Agreement (SLA) Unit of Time field highlighted and set to number of weeks.

  7. Select a user from the Escalate To dropdown to be notified when the SLA is overdue:The Subscriptions and Benchmarks section with the Escalate To drop-down menu highlighted.

  8. (Optional) Click the box next to Show timestamp of SLA:The Subscriptions and Benchmarks section with the Show Timestap of SLA checkbox highlighted.

    Note:

    This will display the SLA time on the request.

  9. Scroll down and click Update:The Edit Request Category Update button is highlighted.