Services Tab

The Services & Support(opens in new tab) dashboard's Services tab helps you with viewing your booked Services to monitor their milestones and status. Services are listed for Enterprise Support, Preferred Success, and Premium Engagement.
 


Procedure

From the sidebar, select Services & Support → Services tab.
 

Services Overview List Card

Table functions:

  • Sort the list of Services by any attribute by clicking the  icon in the column header.
  • Apply your required toolbar functions such as Search, Filter by Sub-Solution Area and Excel Export.

Table content:

  • Line of Service – Enterprise Support, Preferred Success, or Premium Engagement.
  • Engagement – Engagement description and ID
  • Project – Project Description & ID
  • Service Type & ID – Service Request or Service Order with the ID.
  • Service – Service description.
  • Status – The services pass through different statuses:
    Planned, Proposed, Delivery preparation, Delivery confirmed, Delivered, and Cancelled.
  • Sub-Solution Area
  • Sessions – Number of Sessions that belong to the Service. Clicking the number link opens a popover with Delivery Date and Status per Session.
  • Requested Delivery Date
  • Confirmed Delivery Date
  • Go-Live Date