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Using service level agreements involves the following steps.
Step 1: Create a Service Level ID
- Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > General > Service Levels.
- Enter a Service Level ID and a Description.
- Enter response times. These are the number of hours within which each timestamp must be met. That is, if your service level guarantees that a technician will be on-site in one hour, then enter 1.00 in the Arrived timestamp field. Remember, timestamps are user-definable. Also, you can enter partial times. For instance,.33 is equal to 20 minutes while.25 is equal to 15 minutes. The Service Level Setup window also displays the appointment statuses that are attached to each timestamp. For information about labeling the user-defined fields, see Labeling Time Stamp User-Defined Fields.
- Enter notes, if necessary.
- Select Save.
Step 2: Assign the Service Level ID to a Location or Maintenance Contract
You can assign service level IDs via location records and maintenance contracts. If a service level ID is assigned to a location and maintenance contract, the maintenance contract takes precedence.
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Complete the Service Level ID field in the Maintenance Contract window.
Step 3: Create a Service Call
After assigning the service level ID to a location or maintenance contract, create a service call by choosing the New Call button in the Service Manager window.
- Complete the Service Call window as usual.
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A service call must have a call type of MC and a contract assigned to the call for response times to calculate. |
Step 4: View the Service Call on the Service Monitor
Open the Service Monitor by choosing Inquiry > Service Management > Service Monitor.
Response times established for each service level ID drive the Service Monitor. When you create a service level ID, you establish guaranteed response times for one or more of the timestamp fields. The Service Monitor is updated as your service call nears expiration for each timestamp.
Step 5: Timestamp the Service Call
To meet your guaranteed times, you must timestamp the call in the Time Stamp window.
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