Before assigning Service Levels to Records, you must first have completed the previous steps of setting up the Service Monitor. Be sure to review the Service Monitor Setup: Overview to gain an understanding of how each part works and what needs to be completed first.

Considerations

The Service Monitor begins working for a Record on the day a Service Level is assigned to it. This means that the initial due dates for each Service on the Record are calculated from the date the Service Level is applied. Adding a large number of Records to a Service Level on the same day will give you a large number of Services with the same due date. AdvisorEngine recommends adding Service Levels on a per-client basis during some staggered event that is particular to that client (such as a regular review cycle).

Assigning a Service Level to a Record

On an individual Record, Service Level appears as part of the Record Card located on the Record Summary. (The card must be configured to include this field.)

1. Navigate to the Record you want to begin the Service Monitor for.
2. On the Record Summary Card, click edit to the right of the Service Level field.
3. Click the drop-down and select one of your defined Service Levels.
4. Click and then Confirm in the pop-up to commit your change.

Assigning a Service Level to Multiple Records

1. Navigate to the Record Workspace.
2. Click Tools > Record Data Change Tool.
3. Set Which field do you want to change: to Service Level.
4. Set What type of Change? to Add.
5. Set Which do you want to change it to? to the Service Level you want applied to multiple Records.
6. In the Grid below, select all the Records you want to apply this Service Level to. You can search and filter the Grid to make this task easier.
7. Click Apply Change(s).
8. Click Proceed to confirm the change.