Skip to content
This repository has been archived by the owner on Jul 28, 2021. It is now read-only.

docs: Apply SLA on any doctype #340

Draft
wants to merge 1 commit into
base: master
Choose a base branch
from
Draft
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Binary file modified erpnext_documentation/www/docs/assets/img/support/priorities.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Original file line number Diff line number Diff line change
@@ -1,9 +1,9 @@
<!-- add-breadcrumbs -->
# Service Level Agreement

**A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end user on the level of service expected from the service provider.**
**A service level agreement (SLA) is a contract between a service provider (either internal or external) and the end-user on the level of service expected from the service provider.**

SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered.
SLAs are output-based, their purpose is specifically to define the timeline in which the Customer will receive the service. SLAs do not define how the service itself is provided or delivered. You might want to create service level agreements for Issue, Lead, Opportunity, etc.

To access the Service Level Agreement list, go to:
> Home > Support > Service Level Agreement > Service Level Agreement
Expand All @@ -14,41 +14,43 @@ Before creating and using a Service Level Agreement, it is advised that you crea

* [Holiday List](/docs/user/manual/en/human-resources/holiday-list)

* Enable **Track Service Level Agreement** in Support Settings
* If you want to apply SLA on Issue document type, enable **Track Service Level Agreement** in Support Settings

<img class="screenshot" alt="Service Level Agreement" src="{{docs_base_url}}/assets/img/support/sla-setting.png">
![Support Setting](/docs/assets/img/support/sla-setting.png)

## 2. How to Create a Service Level Agreement
1. Go to the Service Level Agreement list, click on New.
1. Select the document type for which you want to apply the SLA.
1. Enter a name for the Service Level.
1. Select an Employee group, that will handle a particular Service Level.
1. Select the Default Priority.
1. Set a Holiday List. Service Level Agreement won't be applied in the days mentioned in the Holiday List.
1. 'Enable' determines if a Service Level Agreement is enabled or disabled.
1. Ticking 'Default Service Level Agreement' will apply this SLA to a customer if they don't have a particular SLA assigned to them.
1. Ticking 'Default Service Level Agreement' will automatically apply this SLA to a customer if they don't have a particular SLA assigned to them.
1. Entity Type: Service Level Agreements can be assigned to a Customer/Customer Group/Territory enabling you to apply Service Level Agreement based on these factors.
1. Entity: Select the specific Customer/Customer Group/Territory.
![SLA Basic Details](/docs/assets/img/support/sla-basic-details.png)
1. Start / End Date: Defines the validity of the agreement.
1. In the "SLA Fulfilled On" table, select the document status (you can also choose multiple) for which the agreement will be marked as fulfilled if it satisfies the time to respond and resolve.
![SLA Status Details](/docs/assets/img/support/sla-status-details.png)
1. Priorities: You can set multiple Issue Priorities and their Time to Respond and Resolve (in hours and mins).
<img class="screenshot" alt="Service Level" src="{{docs_base_url}}/assets/img/support/priorities.png">
![SLA Priorities](/docs/assets/img/support/priorities.png)
1. Default Priority: Default Priority selected in Priorities table that will be applied in the Service Level Agreement.
1. Support Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day.
<img class="screenshot" alt="Service Level" src="{{docs_base_url}}/assets/img/support/sla.png">
1. Working Hours: Contains the Days of the week on which Support is provided. Has a Start Time and End Time of the Working day.
![Working Hours](/docs/assets/img/support/working-hours.png)
1. Save.

![SLA](/docs/assets/img/support/sla.png)

## 3. Features
### 3.1 Applies to New Issues
### 3.1 Applies to New Document

Once an SLA is saved, it'll be applied to Issues raised by Customers/Territories as per the option you chose in Entity Type:
Once an SLA is saved, it'll be applied to Documents as per the option you chose in Entity Type:
![SLA in Issue](/docs/assets/img/support/sla-issue.png)

### 3.2 Resetting an SLA
An SLA can also be reset until the time does not fail. For example, if the SLA is 3 days, you can reset the SLA only within 3 days of the Issue being created. After that, the Service Level will display failed.
![SLA Issue](/docs/assets/img/support/reset-sla.gif)

### 3.3 Time respond / resolve in Issues
The time to respond to an Issue and the time to resolve will be shown:
### 3.3 Time to respond / resolve in Documents
The time to respond and the time to resolve will be shown in the document:
![SLA in Issue](/docs/assets/img/support/sla-in-issue.png)

These times are based on the timelines set in the 'Priority' field in the Service Level's Priorities table.
Expand All @@ -61,7 +63,7 @@ From version 13 onwards, ERPNext allows you to pause SLA on issues when you are
<img class="screenshot" alt="Service Level" src="{{docs_base_url}}/assets/img/support/pause-sla.png">
* When the status is changed to any of the above, resolution and response fields are unset and the dashboard indicators change to:
<img class="screenshot" alt="Service Level" src="{{docs_base_url}}/assets/img/support/hold-indicator.png">
* When the status of the issue changes back to a non-hold status (which is not configured in the "Pause SLA On" table), the **Total Hold time** field will be set in your Issue document.
* When the status of the issue changes back to a non-hold status (which is not configured in the "Pause SLA On" table), the **Total Hold time** field will be set in your document.
<img class="screenshot" alt="Service Level" src="{{docs_base_url}}/assets/img/support/total-hold-time.png">
The Response and Resolution time will be recalculated by adding the hold time, thereby restarting your SLA timers.

Expand Down