Adding service levels

Service providers : Data setup : The Customers' world : Defining customer-related data : Adding service levels

Your customers can have multiple contracts with you, as their service provider. When registering the actual contract in Planon, you can also define all relevant service levels. By linking service levels to specific contract line, you can make sure that customers can only choose contractually agreed service levels when submitting a request. The service level is used to determine applicable KPIs and financial terms.

Procedure

1. Go to the Customers TSI.

2. Go to Service location types > Service levels.

3. On the action panel, click Add.

4. On the data panel, enter data in the relevant fields.

For more information about these fields, refer to Service level fields.

5. Click Save.

You have now added a service level.

6. On the action panel, click Link contract lines.

7. Link one or more relevant contract lines to this service level.