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Configuring SR Definitions

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  • Created by Former user, last modified by Former user on Sept 21, 2015
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What does this section cover?

What are Service Requests  Definitions?

Service Requests  definitions is a set of business rules used to control the behavior of Service Requests  throughout their whole life cycle. Allowed Service Request Types to be used, must be defined in the definition.

Creating, Editing & Deleting Validations & Restrictions

 

ActionValidationsRestrictions
General
  • Multiple service request definitions can exist in the system but each one should have a unique name and alternative code.
  • Only one service request activity definition can exist at any given time.  
  • If no active activity definition exists, then no activity processes can be performed. 
  • Rules and restrictions specified in activity definitions are applied during the creation and maintenance of an activity. 
Create 
  • Service Request Types must be configured
  • At least one service request type should be included in the allowed service request types while creating or updating service request definitions
Delete
  • A definition can be deleted as long as it is not the active one

 

 

Service Requests  Definition attributes 

Name

Description

 NumberAn auto generated number that uniquely identifies the accounts receivable definitions
 Name*The name of the definition
 Alternative code*An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified
DescriptionA description for the definition
StateThe state of the definition which can be active or inactive. Only one active definition can exist at any point
Allowed Service Request Types*

Defines the service request types that can be used by users

 

Communication Settings

The communication settings for the emails. Based on the settings defined an email can be automatically sent based on each trigger and using the selected communication template. The states that an email can be automatically sent after each state change are:

  • Create
  • Respond
  • Temporary Resolve
  • Final Resolve
  • Close
  • Update
Supported Impact Levels*

 The impact levels that can be used on creating and maintaining a service request. A label for each level can be configured to match your business needs. The available levels are:

  • IMPACT1
  • IMPACT2
  • IMPACT3
  • CUSTOM1
  • CUSTOM2 
  • CUSTOM3
  • CUSTOM4
  • CUSTOM5
Supported Urgency Levels*

The urgency levels that can be used on creating and maintaining a service request. A label for each level can be configured to match your business needs. The available levels are:

  • URGENCY1
  • URGENCY2
  • URGENCY3
  • CUSTOM1
  • CUSTOM2 
  • CUSTOM3
  • CUSTOM4
  • CUSTOM5


Supported Priority Levels*

  The priority levels that can be used on creating and maintaining a service request. A label for each level can be configured to match your business needs. The priority levels are calculated dynamically based on the Priority Level Calculation. The available levels are:

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
Priority Level Calculation*

The configuration settings of the priority levels that need to meet so that it can be automatically assigned as per the impact and urgency level combination. The priority level for each combination urgency-impact is selected. All the combinations between the pre-selected urgency and impacts are displayed.

The default priority level calculation is based on the following table rules:

 

Urgency 1

Urgency 2

Urgency 3

Impact 1

Priority 1

Priority 2

Priority 3

Impact 2

Priority 2

Priority 3

Priority 4

Impact 3

Priority 3

Priority 4

Priority 5


Defining your own Service Requests  Definition tailored to your company's needs

  1. Navigate to Configuration > CRM Application > Service Requests > Set up Business Definitions 
  2. Either search for an existing one or from the Top Menu click on NEW
    1. Service Requests Definition

  3. MAIN INFORMATION

    1.  Provide the required information

  4. ALLOWED TYPES

    1. Click on ADD
    2. Select the Service Request Type from the drop down list
      Repeat the process for all Service Request Types you would like to make available for usage

  5. COMMUNICATION SETTINGS

    1. Select the stages for which you want to send an email 
      1. For each stage select
        1. Communication Template*
        2. Communication Queue External System 
    2. SERVICE REQUEST COMMUNICATION SETTINGS

  6. LOG INFORMATION

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  8. From the Top Menu click on Save

Deleting Service Requests  Definitions

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

Changing the Life Cycle State of Service Requests  Definition

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Visit /wiki/spaces/WIP/pages/10010220 Service Requests for business examples related to


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