KPI/SLA notification/alerts
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!
Answers
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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.
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column sample:
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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.
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Are you wanting a formula that outputs the number of days, or are you wanting a notification/automation?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Formula please. I'll create reports and notifications.
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but i need it to be in workdays.
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And where exactly are you planning on putting this formula? Are you able to provide screenshots of more of the sheet?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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