Exclusion Reasons

You can define reasons why an Analyst might want to exclude certain agreement events from SLM reporting.

Creating an Exclusion Reason

Before you start

You must have SLM Setup enabled within your General Access Security Role in order to configure any SLM administration settings.

Verify that you have already defined options for Workflow Management and the CMDB, especially priorities, types, service levels, service types and CMDB item types.

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Exclusion Reasons to open the window.

4. Select the New icon.

5. In the blank row, specify the exclusion reason.

6. Select to save the changes. Provide the Change Reasons if prompted to do so.

Renaming an Exclusion Reason

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Exclusion Reasons to open the window.

4. Select the exclusion reason you want to rename and type a new name over the existing one.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting an Exclusion Reason

If you delete an exclusion reason, you cannot reverse this procedure and you will have to re-create it if needed.

If you attempt to delete the system default, you will receive a warning message.

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available. In the Explorer pane, select Service Level Management.

2. Select Exclusion Reasons to open the window.

3. Select the exclusion reason you wish to delete. Select the row and then the Delete icon.

4. Select to save the changes. Provide the Change Reasons if prompted to do so.