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Understanding service target transactions


When you create or update an incident, service request, task, problem, or change request records, BMC Remedyforce applies the qualifying service targets of applicable agreements to the records as follows:

Record type

Fields considered

Condition

SLAs applied

Incident

Account

Incident.Account != null

  • SLA.Account = Incident.Account
  • SLA.All Account = true
  • SLA.Account = null

Incident.Account = null

SLA.Account = null

Service

Incident.Service != null 

If Incident.Service = SLA.Service,

then SLA.Service,

else SLA.Service = null

Incident.Service = null 

SLA.Service = null

 

Note that both services and accounts should be satisfied to consider such service targets. If either of them does not match, then no SLA is applied.

Change Requests

Considered account

Consider account of initiator's contact if it is specified else initiator's account id

  • SLA.Account = considered account
  • SLA.All Account = true
  • SLA.Account = null

Account of initiator's contact and initiator's account id is not specified

SLA.Account = null

Considered service

Consider linked services of change requests

If any of linked services matches with SLA.Service,

then SLA.Service,

else SLA.Service = null

No linked services

SLA.Service= null

Task

Considered account

Consider account of client's contact if it is specified else client's account id

  • SLA.Account = considered account
  • SLA.All Account = true.
  • SLA.Account = null

Account of client's contact and client's account id is not specified

  • SLA.Account = null

Considered service

Consider linked services of tasks

If any of linked services matches with SLA.Service,

then SLA.Service,

else SLA.Service = null

No linked services

SLA.Service = null

Problem

Considered service

Consider services linked to problem

If any of linked services matches with SLA.Service,

then SLA.Service,

else SLA.Service = null

No linked services

SLA.Service = null

No account consideration

 

  • SLA.Account != null
  • SLA.All Account = true
  • SLA.Account = null

BMC Remedyforce evaluates the conditions that are defined in the Qualification tab of the service targets and creates service target transaction records for each qualified service target. When you update the incident, service request, task, problem, or change request record, BMC Remedyforce evaluates the applicable service targets and makes the required updates in the service target transactions and creates new service target transactions. When you close the record, all the service target transactions, in the State of Attached, In-Process, and Pending, are closed. If you reopen the record, BMC Remedyforce considers the record as a new record for applying agreements and creates new service target transactions for the record. If the Responded Date field is populated in the Incident or Change Request form, BMC Remedyforce does not apply new service targets with Response Time as the Target Type.

Warning

Note

BMC Remedyforce does not create service target transactions for closed or inactive records.

The following figure illustrates how service target transactions are processed. 

Processing service target transactions 
Service_target_transaction.gif

 

 

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Remedyforce 20.25.01