Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
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| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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Add a contract
Applies to User Roles:
System Administrator
Contract Management enables you to track service contracts between customers and service providers. You can add new contracts from contract types or user-defined templates.
To create a new contract, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Click New to start the Add New Contract wizard.
- To create a contract by type, follow these steps:
- Choose Create what type of contract?, and then select a contract type from the list of records.
- Click Next. Configuration Management displays the contract form with the applicable fields to enter information about the contract. The form may have multiple sections with multiple information fields. For example, if you choose lease, the Lease Contract Information form opens. It has several sections that apply to leased assets.
- To create a contract from a user-defined template, follow these steps:
- Choose Create a contract from which template?, and then choose a template from the list of records.
Note If there are no contract templates available for selection, you need to create one or more first.
- Click Next. Configuration Management displays the contract template form in which to enter information about the new contract. The form may have multiple sections with multiple information fields. For example, if you choose the Software template, the Software Contract Information form opens.
- Choose Create a contract from which template?, and then choose a template from the list of records.
- Type a ID in the Contract ID field.
- Choose a date in the Start Date and Expiration Date fields.
- Complete the remaining fields, as required.
- Provide as much information as possible in each of the sections.
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Click Add. The contract record is added and the status is noted as a draft.
Note You can delete a contract only while it is in draft status. When the contract term begins on the start date, the status of the contract changes to current.
Related topics
Configuration Management overview
Contract Management overview
Create a new contract terms and conditions record
Create a contract template
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Generate a payment schedule for a contract
Schedule a payment for a contract
Submit a payment record
