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SummitAI Service Management Help

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titleService Request Management

Service Request Management 1

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titleConcepts

Service Request Status 1

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 List

My Entitlements 2

Logging Service Requests 2

Viewing/Updating My Service Requests (SRs)

Approving Service Requests 1

Viewing and Updating My Cart Items 1

CSAT Survey

Logging Service Requests without Catalog 1

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titleAnalysts

Analysts

Logging Service Requests for Users

Viewing Updating My Workgroup Service Requests 1

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

Configuring Classification

Configuring Closure Codes

Configuring Checklist

Configuring Resolution Codes

Configuring Pending Reasons

Configuring Work Order- Catalog Mapping 1

Configuring Impact

Configuring Priority

Configuring Priority Matrix

Configuring Workgroup SLA Window

Configuring SLA Service Windows 1

Configuring SLA Matrix 1

Configuring Urgency

Configuring User Types 1

Copying Data from Incident Management 1

Configuring Information Ticker

Configuring Approver Reminder 1

Configuring End User SR Details Page 1

Configuring Feedback

Configuring Catalog Approvers 1

Configuring SR E-mail Notifications 1

Configuring SR SMS Notifications 1

Recertifications

Configuring Application 1

Mapping Application to User

Configuring Recertification Period 1

Recertification Review

Configuring Feedback Questions

Configuring Feedback Questions in Different Languages 1

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titleReports

Viewing Reports

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You can configure the Feedback Management for a Tenant, Workgroup, Classification or Category. Based on your configuration, the End User is able to provide Feedback, after the Service Request (SR) is Resolved/Closed.

To configure Feedback:

  1. Click Request > Configuration > Others > Feedback Configuration. The FEEDBACK CONFIGURATION page is displayed.

    FEEDBACK CONFIGURATION page
    Figure: FEEDBACK CONFIGURATION page

  2. Select the TENANT, fill in the required Information and click SUBMIT to configure the Feedback feature. For more information about the fields on the FEEDBACK CONFIGURATION page, see Field Description.

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Field Description
Field Description
Field Description

The following table describes the fields on the FEEDBACK CONFIGURATION page:

Field

Description

Enable Feedback For Tenant

If this check box is selected, the Feedback feature is enabled for the Tenant and the user is prompt to provide feedback after the SR is Resolved/closed.

FEEDBACK QUESTIONS

This section displays the configured feedback questions for the selected Tenant sorted by Group. The same questions are displayed on the FEEDBACK page. Administrator can configure Feedback Questions in various languages for the End User. The End User can view the Feedback Questions in the same language selected for the application. After configuring the Feedback Questions, Administrator can configure these questions in different languages for End Users.
For more information about configuring Feedback Questions, see Configuring Feedback Questions_SRM 1.
For more information about configuring Feedback Questions in different languages, see Configuring Feedback Questions in Different Languages 1.

FIELDS FOR DISABLING FEEDBACK

If Workgroup, Classification, and Category are configured, feedbacks are not required for the resolved or closed SRs matching the criteria configured under this section.

Feedback percentage

Specify the % of Service Requests for which the feedback mail should be sent to the End Users. For example, for HR Tenant, the number of resolved or closed Service Requests in a day is 100. The Feedback Percentage is specified as 40%. Feedback e-mails are sent to 40 randomly selected resolved or closed Service Requests.

Max. No. of Feedback Per User

Specify the maximum number of Feedback required per User per Tenant in a month.
For Example: If the Max. No. of Feedback Per User is specified as 10, and the number of closed SRs for the user in the configured TENANT is 20, the End Users can provide feedbacks 10 closed SRs only.

Maximum Feedback Days

Specify the number of days from the SR Closure Date by which the End User should provide a Feedback.

Mandatory Feedback for Closed Service Requests

If the check box is selected, it is mandatory for the End Users to provide Feedback on the previously closed Service Requests before logging new SRs.

Enable Feedback Reminder

Select this check box to enable the Feedback Reminders. If feedback is pending for the SR, notification mail is sent to the User.

Reminder Frequency in Days

Specify the frequency of Feedback Reminders in days.

The Reminder e-mails are sent at an interval of the specified number of days.

When an SR is resolved, the user receives the Resolution e-mail. The user receives the first Reminder e-mail after the specified number of days.

No. of Reminders

Specify the number of Reminders to be sent to the User. The number of Reminders cannot be greater than Maximum Feedback Days.

CONFIGURATION FOR FEEDBACK MODERATOR

This section displays the fields to configure the Moderator role.
Note: A moderator is an Administrator who monitors the feedback provided for the Resolved SRs, and communicates with the End Users regarding the poor Feedback. The moderator can also request the End User to resubmit the Feedback if it is poorly rated.

Moderator

Type in the moderator name and select from the list.
You can also click the search icon to search from the list. Select the names from the list and click OK.

Workgroup

Select the Workgroup in the drop-down list to configure the selected user as Moderator for the selected Workgroup.

Customer

Select the Customer in the drop-down list to configure the selected user as Moderator for the selected Customer.

Location

Select the Customer in the drop-down list to configure the selected user as Moderator for the selected Customer.

Feedback Resubmission Expiry Period (in Days)

Specify the time for the End User to resubmit Feedback.
Example: If the specified time is 10 days, the End User can resubmit the Feedback till the tenth day from the day the resubmission is requested.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the FEEDBACK CONFIGURATION page:

ADD NEW

Click ADD NEW to configure the Feedback Questions. See Configuring Feedback Questions.

CHANGE HISTORY

Click CHANGE HISTORY to view the modifications in the Feedback Configuration.

CHANGE HISTORY pop-up page
Figure: CHANGE HISTORY pop-up page


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