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The Service Matrix displays a list of all existing Customer companies with their corresponding Live contracts and Services, split across pages by individual Service Lines.
The columns displayed for each Service Line represent the various types of Case and Ticket processes which can be created under this Service Line.
You can select which service line you want to see from the dropdown list on the top-right of the page. Your last selected service line will be saved when you return to the Service Matrix Screen from other sections in Builder, and also after you logout and log back in.
The key in the top right tells you the status of the Cases and Ticket processes.
For more information about these states, see below:
The filter function in the top-right of the screen lets you filter the Services Matrix to show specific groups of data.
You can filter by Customer, Contract and/or Service by using the dropdown list or by using the free text search function. You can add multiple Customers, Contracts and/or Services into your search filters.
Your applied filters will be saved when you return to the Service Matrix Screen from other sections in Builder, and also after you logout and log back in.
Your applied Customer and Contract filters will be saved when you switch between Service Lines in the Service Matrix, but the the Service filter will be removed.