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Feature: SLA Dashboard, Definitions & Instance Tracking
Spec: PF-83
Last Updated: 2026-03-17

Overview

The SLA Management system lets you monitor service-level commitments across your organization. You can view real-time SLA status on the dashboard, review individual instance progress, and track compliance rates over time.

Key Capabilities

  • SLA Dashboard — At-a-glance compliance rates, active/breached/completed counts, and trend data
  • Instance Tracking — View elapsed time, remaining time, percentage progress, and status for each SLA instance
  • Pause & Resume — Temporarily pause an SLA clock with a documented reason; resume when ready
  • Filtering — Filter instances by status (active, at-risk, breached, completed, paused) and SLA type

Prerequisites

PermissionWhat You Can Do
pf.sla.viewView SLA dashboard, definitions, and instance status
pf.sla.instance.managePause, resume, and extend SLA instances
Note: Contact your organization administrator if you don’t have the required permissions.

How To

View the SLA Dashboard

  1. Navigate to SettingsSLA from the sidebar
  2. The dashboard shows:
    • Compliance Rate — Percentage of SLAs completed within their deadline
    • Active Instances — Currently running SLA clocks
    • At-Risk — Instances approaching their warning threshold
    • Breached — Instances that exceeded their deadline
  3. Use the date range selector to adjust the reporting period

Browse SLA Definitions

  1. Navigate to SettingsSLADefinitions
  2. Each definition shows:
    • Name and SLA Type (response_time, resolution_time, follow_up, custom)
    • Trigger Event — The event that starts the SLA clock
    • Completion Event — The event that stops the SLA clock
    • Target Duration — The deadline in hours
    • Warning Threshold — Percentage at which “at-risk” status triggers

View SLA Instances

  1. Navigate to SettingsSLAInstances
  2. Each instance row shows:
    • Status — Active, At-Risk, Breached, Completed, Paused
    • Elapsed / Remaining — Time consumed and time left
    • Progress Bar — Visual percentage of deadline consumed
  3. Click a column header to sort; use the status filter to narrow results

Pause an SLA Instance

  1. Find the active instance you want to pause
  2. Click the menu → Pause
  3. Enter a reason for the pause (required)
  4. Click Confirm
Note: Paused instances stop counting elapsed time until resumed.

Resume a Paused Instance

  1. Find the paused instance
  2. Click the menu → Resume
  3. The SLA clock resumes from where it was paused

Check Cache Status

After loading the dashboard, data is cached for 5 minutes. Click the browser refresh or navigate away and back to get fresh data.

Troubleshooting

IssueSolution
Dashboard shows no dataConfirm you have pf.sla.view permission and SLA definitions exist
Instance stuck in “Active”The completion event may not have fired; contact your admin
Cannot pause an instanceYou need pf.sla.instance.manage permission
Counts seem staleData has a 5-minute cache; wait or hard refresh

Glossary

TermDefinition
SLA DefinitionA template that defines the trigger event, completion event, and target duration for a type of SLA
SLA InstanceA specific, running SLA clock created when a trigger event occurs
Trigger EventThe domain event (e.g., lead created, task assigned) that starts an SLA clock
Completion EventThe domain event that stops the SLA clock and marks it complete
At-RiskAn instance that has passed its warning threshold but not yet breached
BreachedAn instance that exceeded its target duration without completion

References