Layton ServiceDesk - Settings - Libraries - Priority
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=Configuring the Priority= | =Configuring the Priority= | ||
− | + | ==Deciding on Priority Configuration Options== | |
− | + | Priorities can be configured as simple descriptions for a generalised priority, or they can be additionally configured with times that define escalation and expiry. Decide on how complex your needs are with the below table. | |
− | + | Escalation and resolution times take into account the '''[[Layton ServiceDesk™ - General Settings - Default Working Hours|Default Working Hours]]'''. | |
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− | == | + | ==Settings Page== |
− | + | [[File:Lsd priority02.png|center|link=]] | |
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+ | {| class="wikitable" border="1" | ||
+ | |- | ||
+ | ! style="background:#009999; width: 200px; color: #FFFFFF"|Setting | ||
+ | ! style="background:#009999; width: 800px; color: #FFFFFF"|Description | ||
+ | |- | ||
+ | |Priority | ||
+ | |This is a name that will be a unique ID to represent this Priority. | ||
+ | |- | ||
+ | |SLA | ||
+ | |Enter a description for the SLA that the priority represents. | ||
+ | |- | ||
+ | |Escalate Level 1 | ||
+ | |The time from creation when the Request will be escalated. | ||
+ | |- | ||
+ | |Escalate Level 2 | ||
+ | |The time from creation when the Request will be escalated. This time is greater than that of Level 1. | ||
+ | |- | ||
+ | |Escalate Level 3 | ||
+ | |The time from creation when the Request will be escalated. This time is greater than that of Level 2. | ||
+ | |- | ||
+ | |Resolve Hours | ||
+ | |The time from creation when the Request will be considered to have expired. This time is greater than that of Level 3. | ||
+ | |- | ||
+ | |Escalate Email Level 1 | ||
+ | |Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. | ||
+ | |- | ||
+ | |Escalate Email Level 2 | ||
+ | |Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. | ||
+ | |- | ||
+ | |Escalate Email Level 3 | ||
+ | |Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. | ||
+ | |- | ||
+ | |Missed Resolve Email | ||
+ | |Enter the email address of a user to send an email notification to alerting them that the Request has expired. | ||
+ | |- | ||
+ | |Escalate 1 Assign to | ||
+ | |Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 1. | ||
+ | |- | ||
+ | |Escalate 2 Assign to | ||
+ | |Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 2. | ||
+ | |- | ||
+ | |Escalate 3 Assign to | ||
+ | |Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 3. | ||
+ | |- | ||
+ | |Missed Resolve Assign to | ||
+ | |Specify an Analyst to whom the Request should be assigned when the Request expires. | ||
+ | |- | ||
+ | |Respond Hours | ||
+ | |The time from creation when the Request should be responded to. A response acknowledges the End User that the Request has been received and logged. | ||
+ | |- | ||
+ | |Missed Respond Email | ||
+ | |Specify an Analyst to be notified if no response has been recorded within the Respond Hours value. | ||
+ | |- | ||
+ | |Missed Response Escalate to | ||
+ | |Specify an Analyst to whom the Request should be assigned if no response has been recorded within the Respond Hours value. | ||
+ | |- | ||
+ | |Allow Escalation Edit | ||
+ | |If set to ''Yes'', then resolution and escalation times can be entered when saving the Request. | ||
+ | |} | ||
=Manual Setting on Request Form= | =Manual Setting on Request Form= |
Revision as of 04:23, 30 June 2014
Previous article in this series: Task Types
Contents |
Overview
Priorities dictate the importance of Requests and escalation times and routes. They are user configurable and are defined within a Priority, and although Priorities as such may not be required, in order to set any Priority, an Priority name or title is defined.
Generally the Priority of a Request (or Incident) is determined by the Impact and Urgency of the issue. For example an issue that is affecting a single user and has a high urgency would be given a lower Priority than an issue that is affecting the whole company and has a high urgency.
A Priority can be implemented using predefined resolution and escalation details. Alternatively, the resolution time and any escalation details can be set manually or the predefined values amended when logging a Request.
Even if no escalation or resolution times are needed, the Priority is still defined within a Priority title (but could be blank) but with no escalation parameters set. Priorities are defined in Administration > Libraries > Priority.
Configuring the Priority
Deciding on Priority Configuration Options
Priorities can be configured as simple descriptions for a generalised priority, or they can be additionally configured with times that define escalation and expiry. Decide on how complex your needs are with the below table.
Escalation and resolution times take into account the Default Working Hours.
Priority Requirement | Settings |
---|---|
No SLA needed, no expiry time or escalation details required but need to set Priorities | Define SLA with Name and Priorities only. Allow Escalation Edit set to No |
No SLA needed but need to set expiry time and/or escalation details manually at request logging | As above but set Allow Escalation Edit set to Yes |
SLA/Priority details required as preset, but also allow manual editing at request logging | Define SLA Name with Priorities and enter resolution and any escalation times. Also enter any email notification and auo-assignment of requests. Set Allow Escalation Edit to Yes |
SLA/Priority details required as preset, but do not allow manual editing at request logging | As above, but set Allow Escalation Edit to No |
Settings Page
Setting | Description |
---|---|
Priority | This is a name that will be a unique ID to represent this Priority. |
SLA | Enter a description for the SLA that the priority represents. |
Escalate Level 1 | The time from creation when the Request will be escalated. |
Escalate Level 2 | The time from creation when the Request will be escalated. This time is greater than that of Level 1. |
Escalate Level 3 | The time from creation when the Request will be escalated. This time is greater than that of Level 2. |
Resolve Hours | The time from creation when the Request will be considered to have expired. This time is greater than that of Level 3. |
Escalate Email Level 1 | Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. |
Escalate Email Level 2 | Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. |
Escalate Email Level 3 | Enter the email address of a user to send an email notification to alerting them that an escalation point has been reached. |
Missed Resolve Email | Enter the email address of a user to send an email notification to alerting them that the Request has expired. |
Escalate 1 Assign to | Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 1. |
Escalate 2 Assign to | Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 2. |
Escalate 3 Assign to | Specify an Analyst to whom the Request should be assigned when the escalation time reaches Level 3. |
Missed Resolve Assign to | Specify an Analyst to whom the Request should be assigned when the Request expires. |
Respond Hours | The time from creation when the Request should be responded to. A response acknowledges the End User that the Request has been received and logged. |
Missed Respond Email | Specify an Analyst to be notified if no response has been recorded within the Respond Hours value. |
Missed Response Escalate to | Specify an Analyst to whom the Request should be assigned if no response has been recorded within the Respond Hours value. |
Allow Escalation Edit | If set to Yes, then resolution and escalation times can be entered when saving the Request. |
Manual Setting on Request Form
In addition to pre-setting escalation and resolution times against a Priority, there is also the option to override these times or just set any escalation or resolution time manually. This is achieved by first setting the Allow Escalation Edit field to Yes in the Administration > Libraries > Priority > PRIORITY NAME. Any requests using that priority will prompt the Analyst or user to enter, edit or confirm the resolution and escalation times when the Request is saved. The confirmation screen is displayed on saving the request:
Enter or amend any escalation times or the expiry time and click the Confirm button .
To revert to any predefined values for the Priority, click the Restore to Default button . After a brief pause, all the escalation dates and times will be populated with the original values.
Click the Confirm button to confirm the defaults.
Summary of Escalation Process
The escalation process will be initiated when the resolve time or any escalation level is exceeded. The following processes can be invoked using the Priority form:
- An automatic email can be sent to a specified address
- The Request can be automatically assigned to another Analyst
- The Request itself as displayed in the list views, will change color
The color setting is defined using Administration | General Settings | Request Settings. By default the Priority escalation color will only be applied to the Priority field in the list views, however if preferred this can be changed so that it colors the whole row. This color setting is found in Administration | General Settings | Color Whole Row.
Note: If a Request has a Suspend status all escalation is frozen until that status is changed to a status that does not have a suspend status on it.
Site
Priorities can be limited to specific Sites. In the list of Priorities, click the Edit button for the Priority to edit.
Check the applicable Sites and close the dialog.