Creating and viewing service targets for release requests


Using the Service Level Agreement (SLA) progress bar, you can monitor the progress of tickets or tasks against the applicable Service Level Agreements (SLAs), as defined in the Service Level Management Console. The SLA Progress bar appears at the top of the ticket or task, below the summary description.

SLA Progress bar.png

The SLA bar displays the following colors: 

  • When SLA is breached, it is displayed in red.
  • When SLA is in warning condition, it is displayed in orange.
  • When SLA is not breached, it is displayed in green.


Ticket or task status in the SLA progress bar

In most cases, when a ticket or task is moved to the In Progress state, the clock begins ticking against the SLA. As time against the SLA begins to accrue, the SLA progress bar fills from left to right and, as it progresses, it can change color from green to red. When the bar is green, the ticket or task is tracking well against the SLA; red tells you that an SLA threshold is approaching or that a threshold was breached; orange tells you that the ticket or task is in a warning state. The SLA bar movement stops when all the SLAs are paused or when all the SLAs are met. The text that is displayed at the right side of the bar gives information about the next SLA. 

The message to the left of the SLA progress bar shows the ticket's or task's status: In Progress, Pending, and so on. The message to the right of the progress bar tells you how much time is remaining until the next SLA is due.

Multiple SLAs

If there are multiple SLAs and they are in Pending status, the SLA bar shows that the ticket or task is in warning state.

This behavior differs from classic Smart IT screens, where the color of the SLA bar is displayed based on the worst case scenario when multiple service level agreements apply to a ticket or task. For example, if any of the previous SLA is breached, the SLA bar remains red for the remaining SLAs. The overall SLA bar color indicates the overall SLA status. If there are multiple SLAs, where some are in Pending status and some are in In Progress status, you can click on the milestone which opens a bar with information about the statuses of all SLAs. SLA bar stops moving when any of the exclude condition or stop condition is met for all the SLAs.

SLA progress bar in Pending state

Depending on the needs of your system, some SLAs can be configured to pause the clock if the ticket or task is placed in the Pending state. Other pending tickets or tasks might keep the clock running. 

When you move a ticket or task to the Pending state, the system performs the following actions on the SLA progress bar:

  • Changes the status message to Pending.
  • If the SLA pauses the clock when it's put into a Pending state, it marks the SLA target as paused.
  • If multiple SLAs are associated with the ticket or task, some of which pause the clock while other keep the clock running, it shows you which SLAs are paused while continuing to count time against the SLAs that keep the clock running. 

Actions when you close or cancel a ticket or task

When you move a ticket or task to the Closed or Cancelled state, the system performs the following actions on the SLA progress bar:

  • The SLA bar disappears if the Status of the ticket or task is moved to Cancelled.
  • The SLA bar is stopped if the Status of the ticket or task is moved to Closed.
  • Updates the time remaining message to show how much time was left against the SLA when you closed or cancelled it. For example, if you needed to close the ticket by 2:00 p.m. and you close it at 1:40 p.m., the SLA progress bar shows that you closed the ticket 20 minutes early.

SLA calculation when service targets are not configured

If the service targets for release requests are not configured or BMC Service Level Management is not installed on your system, the SLA progress bar calculates the amount of time until the ticket or task is due based on the ticket's or task's scheduled end dates provided by the user. If the dates are not available, then the progress bar is not displayed.

Important

If you are using a tablet, you can best view the SLA information in the landscape screen orientation.


To create service target terms and conditions for specified release requests

If you have BMC Service Level Management installed, you can create service targets and relate them to a release request to set goals and track the level of service for the release request. You can view the service target from within Release Management.

Service targets created with BMC Helix ITSM are internal targets related to Operational Level Agreements (OLAs).

  1. Log in to Mid Tier.
  2. Open BMC Service Level Management console.
  3. Select the Service Target tab.
  4. Click Create.
  5. On the Service Target wizard, enter a title for the service target in the Title field.
  6. (Optional) Enter a description of the service target in the Description field.
  7. From the Applies To list, select Releases.
  8. In the Goal Type field, select a goal type:
    • Release Request Initiation—Work on the release request must be started within the specified time.
    • Release Request Completion—The release request must be completed within the specified time.
  9. Click Define next to the Terms and Conditions field to open the Qualification Builder.
  10. Enter any criteria that you want to use to build the qualification.
    Click Advanced to see Customer, Classification, and Assignment tabs. 

    Qualification builder.png

  11. On the Customer tab, enter criteria in the Requester and Release Location areas. 
    Select Exact Match, if you want the term used in the qualification to be exactly the same as you have selected or entered in the field. If Exact Match is not selected, you can enter partial words to be used in the qualification.
  12. On the Classification tab, enter criteria in the Operational Categorization Selection, and Product Categorization Selection categories.
  13. On the Assignment tab, enter criteria in the Release Manager category.
  14. Click Show Qualification to enter your qualification in the Qualification field.
  15. Save your qualification. 
    An example of a qualification is as follows:

     'Priority' = "Critical" AND 'z1D Milestone' = "Initiate" AND 'Location Company' = "Petramco" AND 'Release Type' = "Full" AND 'ServiceCI' = "Email service"


To build a custom qualification for service targets

  1. Log in to Mid Tier.
  2. Open the BMC Service Level Management Console.
  3. Select the Service Target tab.
  4. Click Create to display the Service Target wizard.
  5. Fill in the basic information.
  6. Click Define to display the Qualification Builder for terms and conditions.
  7. Select Yes in the Custom Qualification check box.
  8. Select Custom Qualification to open the Advanced Qualification Builder.
  9. Enter your qualification by typing entries or use the operators, keywords, and fields from the application form.
  10. Click OK to return to the Qualification Builder.
    The system enters your Qualification in the Qualification field.
  11. Save your qualification.

Important

If the service target is related to an agreement with an associated business service CI, an additional qualification is added to your terms and conditions.


Instructions for classic interfaces

View instructions for Mid Tier

BMC Helix ITSM integrates with the BMC Service Level Management application to provide service level definitions for initiation time and completion time for release requests.

When BMC Service Level Management is installed, an SLM status indicator on the release form is enabled, displaying the service targets and milestones that are associated with a release request.

In addition to the user interface integration, the Release Management application ties into the definition structure of BMC Service Level Management. BMC Service Level Management has a plug-in architecture for helping users define terms and conditions for a service target, as well as measurements. Release Management provides a user interface for this BMC Service Level Management plug-in architecture to make it simpler for users to build qualifications by using a query-by-example (QBE) model.

To view service targets related to a release request

You can view service targets that have been attached to release requests. This overview allows you to see whether the service target has been met, missed, or is in a warning state. You can also create service targets for the Release Management module included with BMC Helix ITSM: Change Management. The Release Management service targets attach to the release requests. You can track these service targets by using the BMC SLM Status icons and Status Gauge.

To view the service targets related to a change or release request, open the request. The SLM Status is displayed in the left navigation pane of the Change or Release Request form.

The following table displays the icons and their description.

Icon

Description

statnotattach_61810_516.gif

Status: Not Attached

No service target is attached to the incident.

Click Details or the icon to display the SLM:Integration Dialog form. You can also create service targets for the Release Management module. The release management service targets attach to the release requests and you can track these service targets by using the BMC SLM Status icons and Status Gauge.

statattach_61812_516.gif

Status: Attached.

Green: The service targets are in compliance.

Click the icon to display the SLM:Integration Dialog form.

statwarn_61814_516.gif

Status: Warning.

Yellow: At least one service target is at risk.

Click the icon to display the SLM:Integration Dialog form.

statbreach_61816_516.gif

Status: Breached.

Red: At least one service target did not meet its goal. Click Details or the icon to display the SLM:IntegrationDialog form.

The colors on the Status Gauge on the SLM:Integration Dialog form display the current status of the selected service targets.

SVT_Midtier.png

The following table explains the Status Gauge elements.

Item

Status

Green

The service target is in compliance.

Yellow

The service target has a warning status.

Red

The service target has missed its goal.

Due Date and Time

The goal time within which there must be either an initiation or a completion for the release request. Otherwise, the goal is missed.

Time Until Due

The amount of time left until the goal is considered missed.

Time Past Due

The amount of time that has passed since the goal was due.

The following table describes the information in the SLM:IntegrationDialog form. 

Column

Description

Case ID

The ID of the release request

Details

Details about the selected service targets.

Service Target table


SVT Title

The name of the service target

Goal

The type of goal for the service target:

  • Initiation goal—The release request must be responded within the time specified.
  • Completion goal—The release request must be resolved within the time specified.

Hours/Min

The initiation or completion time stipulated in the goal.

Cost Per Min

The cost per minute for missing the initiation or completion time goal.

Due Date/Time

The goal time within which there must be either an initiation or a completion of the release request. Otherwise, the goal is missed.

Progress

The status of the service target:

  • Attached—The service target has been attached to the release request.
  • Detached—The service target has not been attached to the release request.
  • In Process—The release request is work in progress.
  • Pending—Work on the release request is stopped; for example, waiting for a part.
  • Warning—The service target is at risk.
  • Missed or Met—The service target has either missed or met its goal.
  • Invalid—The service target is disabled.

Milestones for SVT


Title

The title of the milestone.

Execution Time

The time the milestone actions are executed.

Status

The current status of the milestone: Active or Inactive (pending), or Action Performed.

To view SLM service targets in the release form

If you have BMC Service Level Management installed, the Change and Release forms display both the overview and the in-depth information about the change or release request in relation to applicable service targets. You can view the service targets and milestones for restoring their unavailability. Service targets and milestones are defined from within BMC Service Level Management. Escalations can be set up to notify the assignment group prior to acknowledgment or resolution breach times.

From the Change and Release form, you can view service targets defined in BMC Service Level Management. Service targets can be defined in BMC Service Level Management for response time and resolution time. Service targets can be determined by related CIs, product and operational categorization, and many other criteria. The Next Target Date field indicates the next deadline out of all the service targets attached to the change.

For information about managing BMC Service Level Management, see Learning about Service Level Management.




 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*