Before diving into defining the components of your Service Monitor, please be sure to review the Service Monitor Setup: Overview to gain an understanding of each part and how they work together.

Defining Services

1. Navigate to Settings > Service Monitor.
2. Under Services, click Add New Service.
3. Fill in the details for the Service:
• Service: Name the Service itself. This is the name that will appear in the Record and Service Monitor Report.
• Description ¹: An internal definition of the Service for your own reference.
• Lead Time (days) ¹: The number of days prior to the due date that the selected Workflow will be added to the system.
• Frequency ¹: Combined with the Interval, determines the time between each due occurrence of the Service. The Frequency determines how many Intervals have to pass before the service is due again.
• Interval ¹: Combined with the Frequency, determines the time between each due occurrence of the Service.
• Workflow ¹: The Workflow Template that will be used to generate a live Action in the system when the lead time prior to the due date is reached.
4. Click Add to confirm the addition.

¹ These items will be the defaults for any Mappings, but can be edited at the Mapping or Record level as needed.