KPI/SLA notification/alerts

Deanna Copello

Hi, I'm trying to establish various kpi interval tracking and notification if out of sla. I'm having a VERY hard time coming up with how this should work.

Example:

Received date is 12/1, sla time frame is 12/1 + 2 days = 12/3, however, if received doesn't change to next step, order submitted, i need a notification sent.

Another example:

Site requires construction, notification date is 12/1, construction sla time is 120 business days, i need that date calculated, then if construction doesn't complete by that date, i need another notification.

basically setting up sla intervals based on my milestone date changes (which currently has an automation to insert the date).

Oh, and not every project goes to construction, so if the construction date is null, then i don't want the notification/alert.

This is the workflow that i need to report on. i will only be using the highest number of days and not the variable:

I hope that makes sense.

Thank you!

Paul Newcome

If you are already recording the "complete date", then you should be able to set up an automation that is triggered when the SLA date is in the past with a condition of the "complete date" is blank.

Deanna Copello

column sample:

Deanna Copello

is there a way to calculate the number of days between each sla if they are out of sla? see below for all intervals we need to track. I will be using the maximum number of days to calculate the sla, ex: site survey scheduled to site survey complete is 3-7 days and i will be using 7.

Paul Newcome

Are you wanting a formula that outputs the number of days, or are you wanting a notification/automation?

Deanna Copello

Formula please. I'll create reports and notifications.

Deanna Copello

but i need it to be in workdays.

Paul Newcome

And where exactly are you planning on putting this formula? Are you able to provide screenshots of more of the sheet?