The SLR agreements put in place using this option do not have a direct impact on the events taking place. This is simply to be used as a reference point for the terms specific to each customer. These details could, however, be used in conjunction with reports to trigger automatic reminders, etc, particularly if inserted into a timed operations chain. To emphasise this point, the records we create within this area are used to merely record (and possibly report upon) service level response times and do not integrate with other modules within the system to enable the monitoring of these tasks.
What do you want to do?
The following step by step process should be followed:
Before the SLR function can be used the appropriate SLR Modules table must be set up within Miscellaneous Options. This table is used to define the module for which the service level response item is applicable. The module typically represent modules or departmental areas within the Kestrel System.
Before the SLR function can be used the appropriate SLR Component Code table must be set up within Miscellaneous Options. This table is used to define the individual component parts for which a specific Service Level Response is required. Component parts are allocated to a particular module and may be defined as Standard so that they may be used for all customers. The component code may, for example, consist of a letter to be sent to the customer in prompt time e.g. Send Claim form to driver.
Set up the Customer SLR Details form
Once the appropriate background tables are set up then a Customer Service Level Response agreement can be formulated by selecting the customer, setting up a number of high level defaults for this customer and then allocating the appropriate component codes for specific module/departmental areas, to the customer record.
The SLR agreements put in place using this option do not have a direct impact on the events taking place. This is simply to be used as a reference point for the terms specific to each customer. These details could, however, be used in conjunction with reports to trigger automatic reminders, etc, particularly if inserted into a timed operations chain.
Create/Edit an SLR Transaction Item
Individual component codes may be added by right-clicking within the grid at the bottom of the Customer SLR Details form and selecting Create SLR Item. This presents the SLR Transaction Item form which allows the appropriate code to be allocated to the customer record. In a similar way component codes may be edited or deleted.
To allocate all the Standard component codes to a customer select the Create Standards option from the Tools Menu.