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SummitAI Service Management Help

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titleService Request Management

Service Request Management

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titleConcepts

Service Request Status

Response Time Vs. Resolution Time

Service Entitlement

SLA, OLA, and UC

Work Orders

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titleEnd Users

End Users

End User Dashboard

Viewing My Service Requests (SRs) List

My Entitlements

Logging Service Requests

Viewing/Updating My Service Requests (SRs)

Approving Service Requests

Viewing and Updating My Cart Items

CSAT Survey

Logging Service Requests without Catalog

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titleAnalysts

Analysts

Logging Service Requests for Users

Viewing Updating My Workgroup Service Requests

Viewing/Updating Service Request Details

Viewing Service Request History

Managing My Service Requests (SRs)

Creating/Updating Views

Feedback Moderation

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titleAdministrators

Configuring Service Request Management Module

Configuring Custom Fields _SRM

Configuring Classification

Configuring Closure Codes

Configuring Checklist

Configuring Resolution Codes

Configuring Pending Reasons

Configuring Work Order- Catalog Mapping

Configuring Impact

Configuring Priority

Configuring Priority Matrix

Configuring Workgroup SLA Window

Configuring SLA Service Windows

Configuring SLA Matrix

Configuring Urgency

Configuring User Types

Copying Data from Incident Management

Configuring Information Ticker

Configuring Approver Reminder

Configuring End User SR Details Page

Configuring Feedback

Configuring Catalog Approvers

Configuring SR E-mail Notifications

Configuring SR SMS Notifications

Recertifications

Configuring Application

Mapping Application to User

Configuring Recertification Period

Recertification Review

Configuring Feedback Questions

Configuring Feedback Questions in Different Languages

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titleReports

Viewing Reports

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If a Priority Matrix is configured, the Service Requests (SRs) can auto-select the Priority based on the selected combination of Impact and Urgency. You can configure and modify a Priority Matrix.

To configure Priority Matrix:

  1. Select Request > Configuration > SLA Configurations > Priority Matrix.
  2. On the PRIORITY MATRIX page, click the ADD NEW icon on the ACTIONS panel.
  3. Select the Tenant and type in the new Priority Matrix details. For information about the fields on the PRIORITY MATRIX page, see Field Description.
  4. Click SUBMIT. A new Priority Matrix is configured.

    PRIORITY MATRIX page
    Figure: PRIORITY MATRIX page

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Field Description
Field Description
Field Description

The following table describes the fields on the PRIORITY MATRIX page:

Field

Description

DETAILS

Urgency

Select an Urgency value from the list.

Impact

Select an Impact value from the list.

Priority

Select a Priority value from the list.

Active

Indicates the status of the Priority Matrix.

  • If selected, the Priority Matrix becomes an available option on the other pages of the application.
  • If not selected, the Priority Matrix becomes an inactive value. The inactive Priority Matrix values are not displayed in the Priority Matrix list on the other pages of the application.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PRIORITY MATRIX page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Priority Matrices configured in the SummitAI application for the selected Tenant.

PRIORITY MATRIX page
Figure: PRIORITY MATRIX page: List of Priority Matrix values

  • To edit a Priority Matrix value, click the Urgency. Make appropriate changes and click SUBMIT.
  • To display the inactive Priority Matrix values, click the Include Inactive check box.

Note
titleNote:

When the Priority Matrix are displayed under the LIST table, the button ADD NEW and IMPORT are displayed on the ACTIONS panel.

  • Click ADD NEW to configure a new Priority Matrix.
  • Click IMPORT to update or create multiple Priority Matrix, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the PRIORITY MATRIX page. For more information see Importing Master Template Gen.

 

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