Additional tasks for setting goals and deadlines

Encourage customer service representatives (CSRs) to resolve cases on time and enforce your service-level agreements (SLAs) by setting goals and deadlines for a case type. As a result, you save time and resources because you avoid missing deadlines. SLA measurement starts when the case starts and ends when the case finishes.

For example, if a CSR of an insurance claim request does not resolve the request within a week, the urgency of this case rises and the manager of the CSR receives a notification.

1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
2. On the Settings tab, click Goal & deadline.
3. In the Use Service-level agreement (SLA) list, define the SLA criteria:
   • To define custom criteria, select Custom SLA, and then go to step 4.
   • To reuse criteria from an existing SLA, select Existing SLA. In the auto-complete field, enter the SLA name, and then go to step 9.
   • To leave a case without an SLA, select Never, and then go to step 9.
4. In the Calculate time from the start of section, select a method for calculating your goal and deadline times:
   • To start the calculation when a user creates an instance of your case type, select This case.
   • To start the calculation when the parent of your case type starts, select Parent case.
   • To start the calculation when the top-level parent of your case type starts, select Top level case.
5. In the Goal section, in the Days and HH:MM:SS fields, enter the suggested resolution time for a case. For example: To indicate that the goal is a day, 6 hours, and 30 minutes, in the Days field, enter 1, and then, in the HH:MM:SS field, enter 06:30:00.
6. In the Increase urgency by field, enter a value by which you want to increase the current case urgency when the goal elapses.
7. In the Deadline section, in the Days and HH:MM:SS fields, enter the required resolution time for a case.
8. In the Increase urgency by field, enter a value by which you want to increase the current case urgency when the deadline elapses.
9. Click Save.

Result: At run time, your application detects when the goal and deadline are not met, and adjusts the urgency of the assignment. To see how much time you have left to complete a case, refer to the header of the form.

Ensure that your business process reaches a resolution on time, by defining an escalation action for a case. By enforcing service-level agreements and implementing escalation actions, you enforce timely resolution of cases and meet deadlines that you agree on with your customers.

For example, if a customer service representative (CSR) fails to resolve a case within first goal and then deadline, a reporting manager receives email messages with case details.

1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
2. In the case working area, click the Settings tab, and then click Goal & deadline.
3. In the Goal section, in the Notify subsection, select recipients of the notification:
   • To notify a creator of the case, select Creator.
   • To notify the participants of the case, select Participants.
4. If you select to notify participants, click Manage participants, select the case participants that you want to notify, and then click Done.
5. In the Message subsection, select a message type:
   • To send a standard notification, select Use default message.
   • To compose an email message, select Compose a message, provide a subject, click Compose, enter your message, and then click Done.
6. In the Deadline section, create a notification by repeating steps 3 through 5.
7. Click Save.