Configuring advanced service target settings on the data source
The advanced settings on the data source gives a flexibility to calculate service targets differently for each record (case or task), instead of the default static values. When configuring service targets, as a case business analyst, you can specify a different start time, end time, and business hours for each record, only if you configure the advanced settings on the data source.
The advanced settings also enable you to perform the following actions:
- specify assigned groups
- define the condition to reset a goal
- use a custom qualification builder
Difference between static and dynamic values
The following table lists the differences between the static and dynamic values:
Attribute | Static value | Dynamic value |
---|---|---|
Start time | Cases or tasks with the same service target have the current time stamp as the start time on measurement record. Example: All high priority service targets have start time equal to the current time. All high priority cases or tasks also have start time equal to the current time. | Cases or tasks with the same service target can be assigned different start time on the measurement record. Example: A new employee requests for a high priority service over the phone at 9:00 AM, and the agent resolves the request at 11:00 AM. The agent then requests the employee to create a case in BMC Helix Business Workflows. For this request, the start time must be 9 AM, and not the current time (11:00 AM). |
Goal time | Cases or tasks with the same service target have a common static goal time. Example: The high priority service target has end time equal to 30 minutes. All cases that have high priority service targets attached to them have end time equal to 30 minutes | Cases or tasks with the same service target can be assigned different goal time (specified in days, hours, or minutes) Example of dynamic goal time: High priority cases created by the managers can have dynamic goal time of 15 minutes, instead of the static goal time of 30 minutes (for cases created by those other than managers) |
End time | The end time option is not available for static values. | Cases or tasks with the same service target can be assigned different end time (specified as the target date). Example of dynamic end time: For a high priority case created by managers at 9:00 AM, the dynamic goal time can be 9:15 AM, instead of the static goal time of 9:30 AM (for cases created by those other than managers). |
Business entity | Cases or tasks with the same service target have a common static business entity. Example: All service targets have business entity equal to 9:00 AM to 6:00 PM IST. | Cases or tasks with the same service target can be assigned different business entities Example: You can define business entities based on different time zones. Cases generated in the Indian Standard Time have business entity equal to 9:00 AM to 6:00 PM IST. Cases generated in Pacific Time can have business entity equal to 9:00 AM to 6:00 PM Pacific Time. |
To configure the advanced settings on a data source
BMC Helix Business Workflows provides the Case Management and Task Management data sources out-of-the-box.
Log in to BMC Helix Business Workflows.
- Click My Application Settings .
The Settings page opens in a new browser tab. - Navigate to Service Level Management > Configure Data source.
From the Service Target Data Source Configuration page, open the required data source.
Important
In the Edit Service Target Data Source Configuration panes for the Case Management and Task Management data sources, the mandatory fields are configured out of the box and cannot be edited.
The following figure highlights the mandatory fields displayed while editing the Case Management data source:
Click Show Advanced Settings.
Click Save.
After configuring the advanced settings on a data source, you can configure service targets for cases or tasks created from the data source.
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