Create a new service contract

  1. Click Service Level Management > Service Contracts > Service Contracts.
  2. Type the name of the new service contract in the Reference Name field.
  3. Complete the required information in the Service Contract form, adding applicable information in the following tabs:
    • General Information
    • Details
    • Rules
    • Named Users
    • Comments
    • Additional Services
  4. Click Add.
  5. Click OK.

To use an existing contract to create a new contract:

  1. Click Service Level Management > Service Contracts > Service Contracts.
  2. Add optional search criteria, and then click Search.
  3. Select the target record.
  4. Clear the Reference Name field and type the new name of the new service contract.
  5. Add or change information on the form to select the applicable information in the following tabs:
    • General Information
    • Details
    • Rules
    • Named Users
    • Comments
    • Additional Services
  6. Click Add.

    Caution: Make sure that you do not click Save because doing so will replace the existing contract with the new contract you are attempting to add.

  7. Click OK.

Related topics

Service Level Management
Service Contracts overview
Working with service contracts
Service contracts
Service contract tasks

Related topics

Delete a service contract
Edit a service contract
View a service contract
View an exceeded interaction allocation service contract
View an exceeded incident allocation service contract
View an expired service contract
View an overspent service contract