Service Level Agreementsby Daniel Reis https://odoo-community.org/ , Odoo Community Association (OCA) https://odoo-community.org/
• Project Management (project)
|Also available in version||v 8.0|
SLAs are assigned to Contracts, on the Analytic Account form, SLA Definition separator. This is also where new SLA Definitions are created.
One Contract can have several SLA Definitions attached, allowing for "composite SLAs". For example, a contract could have a Response Time SLA (time to start resolution) and a Resolution Time SLA (time to close request).
SLA Controlled Documents
Only Project Issue documents are made SLA controllable. However, a framework is made available to easily build extensions to make other documents models SLA controlled.
SLA controlled documents have attached information on the list of SLA rules they should meet (more than one in the case for composite SLAs) and a summary SLA status:
- "watching" the service level (it has SLA requirements to meet)
- under "warning" (limit dates are close, special attention is needed)
- "failed" (one on the SLA limits has not been met)
- "achieved" (all SLA limits have been met)
Transient states, such as "watching" and "warning", are regularly updated by a hourly scheduled job, that reevaluates the warning and limit dates against the current time and changes the state when find dates that have been exceeded.
To decide what SLA Definitions apply for a specific document, first a lookup is made for a analytic_account_id field. If not found, then it will look up for the project_id and it's corresponding analytic_account_id.
Specifically, the Service Desk module introduces a Analytic Account field for Project Issues. This makes it possible for a Service Team (a "Project") to have a generic SLA, but at the same time allow for some Contracts to have specific SLAs (such as the case for "premium" service conditions).
SLA Definitions and Rules
New SLA Definitions are created from the Analytic Account form, SLA Definition field.
Each definition can have one or more Rules. The particular rule to use is decided by conditions, so that you can set different service levels based on request attributes, such as Priority or Category. Each rule condition is evaluated in "sequence" order, and the first onea to met is the one to be used. In the simplest case, a single rule with no condition is just what is needed.
Each rule sets a number of hours until the "limit date", and the number of hours until a "warning date". The former will be used to decide if the SLA was achieved, and the later can be used for automatic alarms or escalation procedures.
Time will be counted from creation date, until the "Control Date" specified for the SLA Definition. That would usually be the "Close" (time until resolution) or the "Open" (time until response) dates.
The working calendar set in the related Project definitions will be used (see the "Other Info" tab). If none is defined, a builtin "all days, 8-12 13-17" default calendar is used.
A timezone and leave calendars will also used, based on either the assigned user (document's user_id) or on the current user.
The basic steps to configure SLAs for a Project are:
- Set Project's Working Calendar, at Project definitions, "Other Info" tab
- Go to the Project's Analytic Account form; create and set SLA Definitions
- Use the "Reapply SLAs" button on the Analytic Account form
- See Project Issue's calculated SLAs in the new "Service Levels" tab
Credits and Contributors
- Daniel Reis (https://launchpad.net/~dreis-pt)
- David Vignoni, author of the icon from the KDE 3.x Nuvola icon theme
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