Set SLAs to Initialised or Uninitialised

Objective

Initialise one or multiple SLAs to indicate that the SLAs are ready to be assigned to work orders; or uninitialise one or multiple SLAs to indicate that the SLAs are no longer ready to be assigned to work orders.

Before you start

Configure one or more SLAs and ensure that each SLA complies to the following business rules. An SLA can only be initialised if:

  • Enable Service Level Agreements is set to true in system options - refer to Work Order Defaults Screen for more information;
  • it has at least one SLA measure linked to it;
  • it has one SLA measure linked to it with Is Main Measure set to true when the Match Type of the linked classification is set to Single Assign;
  • it has no SLA measures linked to it with Is Main Measure set to true when the Match Type of the linked classification is set to Multiple Assign;
  • it has no SLA measure linked to it with Is Main Measure set to false and Target Field to assign set to Required By date when the Match Type of the linked classification is set to Single Assign. Only the main measure can set the Required By date.

Initialise or uninitialise SLAs

  1. From the Service Level Agreements dashboard, select the relevant SLA records in the grid or open an SLA edit screen.
  2. Click Assist > Set Initialised/Set Uninitialised in the sidebar.

As a result

If Set Initialised was used and the SLA conforms to the business rules detailed above, Is Initialised is set to true for the selected record(s); if Set Uninitialised was used, Is Initialised is set to false for the selected record(s).

Keep in mind

If an SLA measure that is linked to an SLA is edited or additional SLA measures are linked to the SLA, the initialisation status of the SLA is re-evaluated. If the SLA no longer conforms to the rules specified above, the SLA has to be uninitialised (using the Set Uninitialised custom action in the Assist panel in the sidebar) before editing the SLA measure(s). After editing the SLA measure(s), the SLA can be reinitialised.