Acorduri de nivel de serviciu (SLA)¶
A service level agreement (SLA) defines the level of support a customer can expect from a service provider. SLAs provide a timeline that tells customers when they can expect results and keeps the support team on target.
Notă
The SLA Policies feature is enabled by default on newly created Helpdesk teams.
Pentru a dezactiva funcția sau pentru a edita programul de lucru, navigați la
. Faceți clic pe o echipă pentru a deschide pagina de configurare a acelei echipe.From here, scroll to the Performance section. To turn off the SLAs feature for the team, clear the SLA Policies checkbox.

Creați o nouă politică SLA¶
Pentru a crea o nouă politică, accesați New.
și faceți clic peAlternativ, accesați SLA Policies din partea de sus a paginii de setări a echipei și faceți clic pe Nou.
și faceți clic pe o echipă. Apoi, faceți clic pe butonul inteligentOn the blank SLA policy form, enter a Title and a Description for the new policy, and proceed to fill out the form using the steps below.
Definiți criteriile pentru o politică SLA¶
Secțiunea Criterii este utilizată pentru a identifica biletele cărora li se aplică această politică.
Completați următoarele câmpuri pentru a ajusta criteriile de selecție:
Notă
Dacă nu se indică altfel, pot fi făcute selecții multiple pentru fiecare câmp.
Helpdesk Team: A policy can only be applied to one team. This field is required.
Priority: The priority level for a ticket is identified by selecting one, two, or three of the (star) icons, representing the priority level on the Kanban card or on the ticket itself. The SLA is only applied after the priority level has been updated on the ticket to match the SLA criteria. If no selection is made in this field, this policy only applies to tickets marked as
Low Priority
, meaning those with zero (star) icons.Tags: Tags are used to indicate what the ticket is about. Multiple tags can be applied to a single ticket.
Customers: Individual contacts or companies may be selected in this field.
Services: This field is available only if a team has the Timesheets app enabled. This allows the ticket to link directly to a specific line on a sales order, which must be indicated on the ticket in the Sales Order Items field.
Example
O echipă de asistență trebuie să abordeze problemele urgente pentru clienții VIP în termen de o zi lucrătoare.
The new policy, titled 8 Hours to close
, is assigned to the VIP Support
team. It only
applies to tickets that are assigned three (star) icons, which
equates to an Urgent
priority level.
În același timp, biletele pot fi legate de mai multe probleme, astfel încât politica se aplică biletelor cu etichete „Reparare”, „Serviciu” sau „Urgență”.

Stabiliți o țintă pentru o politică SLA¶
A target is the stage a ticket needs to reach, and the time allotted to reach that stage, in order to satisfy the SLA policy. Any stage assigned to a team may be selected for the Reach Stage field.
Time spent in stages selected in the Excluding Stages field are not included in the calculation of the SLA deadline.
Example
An SLA titled 8 Hours to Close
tracks the working time before
a ticket is completed, and would have Solved
as the Reach Stage. Simultaneously, an
SLA titled 2 Days to Start
tracks the working time before
work on a ticket has begun, and would have In Progress
as the Reach Stage.
Respectați termenele SLA¶
As soon as it is determined that a ticket fits the criteria of an SLA policy, a deadline is calculated. The deadline is based on the creation date of the ticket, as well as the targeted working hours.
Notă
The value indicated next to the Working Hours field of an SLA policy is used to determine the deadline. By default, this is determined by the value set in the Company Working Hours field under .
The deadline is then added to the ticket, as well as a tag indicating the name of the SLAs applied.

When a ticket satisfies an SLA policy, the SLA tag turns green, and the deadline disappears from view on the ticket.

Important
If a ticket fits the criteria for more than one SLA, the earliest occurring deadline is displayed on the ticket. After that deadline has passed, the next deadline is displayed.
If the SLA deadline passes and the ticket has not moved to the Reach Stage, the SLA tag turns red. After the SLA has failed, the red tag stays on the ticket, even after the ticket is moved to the Reach Stage.

Analizați performanța SLA¶
The SLA Status Analysis report tracks how quickly an SLA is fulfilled, as well as the performance of individual team members. Navigate to the report, and corresponding pivot table, by going to .
Vedere pivot¶
By default, the report displays in a Pivot view. Any SLA policies in the database with tickets that failed to fulfill a policy, are in progress, or have satisfied a policy are listed. By default, they are grouped by team and ticket count.

Vizualizarea pivot reunește datele, care pot fi manipulate prin adăugarea de măsuri și filtre.¶
Pentru a schimba afișarea sau pentru a adăuga măsurători suplimentare, faceți clic pe butonul Măsuri pentru a afișa un meniu derulant cu criterii de raportare și alegeți dintre opțiunile disponibile.
Whenever a measurement is picked, a (check) icon appears in the drop-down menu to indicate that the measurement is included, and a corresponding new column emerges in the pivot table to show the relevant calculations.

To add a group to a row or column, click the (plus) icon next to the policy name and then select one of the groups. To remove one, click the (minus) icon next to the policy name.

Vedere grafică¶
Switch to the graph view by selecting the (graph view) icon at the top of the screen. To switch between the different charts, select the related icon at the top of the chart, while in graph view.

O diagramă cu bare poate trata seturi de date mai mari și poate compara datele din mai multe categorii.¶

O diagramă cu linii poate vizualiza tendințele datelor sau modificările în timp.¶

O diagramă circulară compară datele dintr-un număr mic de categorii.¶
Sfat
Atât diagrama cu bare, cât și diagrama cu linii pot utiliza opțiunea de vizualizare stivuită. Acest lucru prezintă două sau mai multe grupuri de date unul deasupra celuilalt, în loc să fie unul lângă celălalt, ceea ce facilitează compararea datelor. În timp ce vizualizați fie o diagramă cu bare, fie o diagramă cu linii, faceți clic pe pictograma (stivuit) pentru a activa sau dezactiva opțiunea de vizualizare stivuită.

Vedere cohortă¶
The cohort view is used to track the changes in data over a period of time. To display the SLA Status Analysis report in a cohort view, click the (cohort) icon, next to the other view options.

Vizualizarea cohortei examinează ciclul de viață al datelor în timp.¶