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Setting Default Service Level Agreements for Companies
You can create a default service level agreement (SLA) for a customer, site, contract, standard fault, and equipment. So, when a job is created it will apply the SLA associated.
This article will show you how to set the default SLA for a company in the CRM.
Remember, though, if you have an SLA on a piece of equipment and the customer will use the worst-case SLA (shortest response time) unless you set the primary SLA up under the company.
In the CRM, select the company and click on ‘Service Level Agreements’ on the ‘Details’ tab.
Then select ‘Company’ from the ‘Primary SLA Type’ drop-down and your chosen SLA from the ‘Service Level Agreement’ drop-down.
Click on ‘Save’ to finish.
