How to calculate Case SLA with Rules

A case SLA (Service Level Agreement) defines the maximum time allowed to complete a task or process within a case, ensuring timely resolution and adherence to business commitments. To automate accurate SLA tracking, we use master data for holidays, weekends, and working hours. This guide details how to configure these master data and integrate them into a Reels workflow to dynamically calculate SLA expiry times based on case start time and specified SLA intervals.

We have set up three essential master data configurations to streamline case SLA calculations:

  1. Weekends Configuration: Defines non-working days specific to weekends.
  2. Working Hours Configuration: Establishes the working hours for each day.
  3. Holiday Calendar Configuration: Lists holidays for a calendar year based on geography.

Using these master data configurations, we have built a workflow in Rules Engine (Reels) that dynamically calculates SLA expiry time. The workflow determines the SLA based on the case start time and the defined SLA interval (in hours).

Steps to Import SLA Expiry Workflow in Reels:

Step 1: Import Master Data

To ensure accurate SLA calculations, import and configure the using following steps:

  1. SLA_Holiday_Calendar
  • Import the file named SLA_Holiday_Calendar from attachments below and name it SLA_Holiday_Calendar.

  1. SLA_Weekend_Calendar
  • Import the file named SLA_Weekend_Calendar from attachments below.

  1. SLA_Working_Hours

Step 2: Import SLA Workflow

Step 3: Validate and Integrate

  1. Use the provided test cases with file name SLA_Test_Scenarios to validate the imported workflow and ensure it calculates SLA expiry times correctly.
  2. Integrate the tested workflow into your business process.

Attachment Files

6 Likes