Establishing and tracking Service Level Agreements (SLAs) in omniWorks is crucial for maintaining efficient operations and ensuring that commitments to customers or stakeholders are met. Here's a step-by-step guide on how to establish and track SLAs within a omniWorks:


1. Define SLA Metrics

Identify the key metrics that will define the SLAs. These metrics could include response time, resolution time, turnaround time, availability, or any other relevant performance indicators. omniWorks helps you track with time stamps every event that is relevant to work being done.


2. Set SLA Targets

Determine the target values or timeframes for each SLA metric. These targets should be realistic and aligned with customer expectations and business requirements.


3. Map SLAs to Services or Activities

Associate each SLA with specific services, activities, or tasks within your scheduling system. This ensures that SLAs are applied appropriately to different aspects of your operations.


4. Configure the Scheduling System

Utilize omniWorks scheduling system's features to set up SLA rules. This might involve creating specific SLA profiles, templates, or workflows that can be applied to different tasks or appointments.


5. Automate Notifications

Configure the scheduling system to automatically generate notifications or alerts when SLAs are approaching or breached. These notifications can be sent to relevant stakeholders, such as service agents, supervisors, or customers.


6. Monitor SLA Performance

Regularly monitor and analyze SLA performance using the data captured by the scheduling system in omniWorks. Evaluate whether SLA targets are being met and identify any trends or areas of improvement.


7. Escalation Procedures

Define escalation procedures in case SLAs are at risk of being breached. Determine the steps that should be taken when SLAs are not being met and who should be involved in resolving the issue.


8. Reporting and Analytics

Use the reporting and analytics features of the scheduling system to generate SLA performance reports. These reports provide insights into SLA compliance, trends, and areas that require attention.


9. Continuous Improvement

Regularly review SLA performance data to identify opportunities for optimization. Adjust SLA targets, workflows, or processes based on the insights gained from monitoring.


10. Customer Feedback and Communication

Engage with customers and stakeholders to gather feedback on SLA performance. Use this feedback to refine SLAs and improve the scheduling system's effectiveness.


11. Training and Communication

Ensure that your team members are trained on the SLA processes and how to use the scheduling system effectively. Communication is key to ensuring everyone understands their roles in meeting SLAs.


12. Integration with other products

omniWorks is integrated with other products by Omnibasis, such as omniCustomers - customer relationship management (CRM) or omniContent ticketing systems, to ensure seamless flow of information and alignment of SLAs.


By following these steps, you can establish and track SLAs effectively within your scheduling system, ensuring that your organization meets its commitments and maintains a high level of service quality.