Details, Status, Summary and Target SLAs

In Case Management SLAs (Service Level Agreements) are known as completion targets.

Setting a Target

In your case configuration, you can set an SLA target, and whether calendar or working days are used. The target can be set in days or hours (but not both). If you enter a target of 0, no SLA will be set when the case is created.

If no SLA is set, the case configuration lets you choose whether or not the case manager can set it manually. If a target is set manually, it will be applied from the case creation date, not the date the target is set. It is not possible to manually set a target that would automatically result in a breached SLA.

See SLAs and Working Hours for a description of the configuration options.

Extending a Target

In the case configuration you can allow the case manager to manually extend a case's target.

If enabled, the "Extend case completion target" link displays a form that lets the user add a number of hours or days to the current SLA, or pick a new target date from a calendar. Using the calendar will set the SLA at 23:59 on the chosen day. It's not possible to pick a calendar date in the past.

The new SLA is calculated and displayed before saving.

Any notes added when extending a target will appear as a private note in the case history.

Pausing Targets

SLAs can be paused automatically when a case manager uses the Contact feature. The SLA will resume when all the questions have been responded to, or can be unpaused manually by the case manager if enabled in the case configuration.

Clearing Targets

SLAs can be completely cleared from a case using the clearSLA API call, or "clear SLA" Case Routines action.

Once cleared, the case manager could manually set the SLA (if enabled in the configuration) or a new SLA could be set using the appropriate API call or routine action.

Breached Targets

When a target is breached the case becomes escalated. An email is sent to the assigned case manager, or all eligible case managers if not assigned.

The email uses the "Case target breached - Case manager" template.