Create an SLA definition for close tasks and follow-up tasks

Create a service level agreement definition for close tasks and follow-up tasks to make sure that the tasks are closed within the defined time frame.

Before you begin

Role required: sn_fcms.finance_close_admin

Procedure

Navigate to Finance Close Automation > Administration > Task SLA Definition.
Click New.
On the form, fill in the fields.
For field descriptions and detailed instructions, see Create an SLA definition.
Click Submit.

Result

The SLA definition is created for the specified task table.

What to do next

In Finance Workspace, you can add and track the SLA for a close task or follow-up task from the Task SLAs tab on the corresponding forms. View SLA reports on close tasks and follow-up tasks in Finance Close Dashboard.

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Create an SLA definition for close tasks and follow-up tasks

Create an SLA definition for close tasks and follow-up tasks

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Create an SLA definition for close tasks and follow-up tasks

Create an SLA definition for close tasks and follow-up tasks

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