Adding a specific allocation agreement
While it is assumed that a default or
General allocation agreement will cover the majority of cases with regard to team allocation, it may be necessary to define a
Specific allocation agreement for those cases where more precise 'tuning' is required.
The following types of Specific allocation agreement are available, listed in the sequence in which the appropriate regular and / or on-call team is detected upon adding a work order. That means that the specific allocation agreements use the hierarchy that is indicated below, giving priority to teams (and their associated trades and service agreement services) linked at the lowest level (allocation agreements for assets) over teams that are linked at higher levels.
• Contract line
• Location type
• Service location
• Space category
• Space
• Asset group
• Asset
Procedure
1. Go to the Customer contracts TSI.
2. At Customers, select the relevant customer.
3. At Contracts, select the relevant customer contract.
4. At Service contract lines, select the relevant contract line.
5. Go to Contract agreements > Allocation agreements.
6. On the action panel, click Add […] allocation agreement.
Based on the information listed above, select the appropriate type of allocation agreement.
7. Enter a unique Code and Description for the specific agreement.
8. In the Contract line field, link a relevant contract line to the agreement.
9. In the Allocation threshold field select a relevant set of thresholds, to define crossover times between the teams' working hours and non-working hours.
In the
Allocation thresholds TSI you can define sets of allocation thresholds. In each set of
Allocation thresholds, you can define start time thresholds and end time thresholds for all 'Time to' criteria. So if, for example, you select TTF in the
'Time to' criterion field, the
Start time TTF threshold (in min.) and
End time TTF threshold (in min.) will automatically detect the right team or on-call team for any work order added to the same customer contract line. See
Allocation thresholds for more information on defining the thresholds.
10. Click Save.
11. On the action panel, click the relevant link actions:
◦ Link property
◦ Link team
◦ Link on-call team
The values you have selected in the previous steps are all used to detect the right team / on-call team when the back-office adds work orders that are associated with this customer contract (line).