Create an Underpinning Contract

To create an underpinning contract (UC), follow these steps:

  1. Click Service Level Management > Agreements > New Agreement.
  2. Click Underpinning Contract.
  3. In the Title field, type a descriptive name for the UC.
  4. In the Effective from field, choose a date in the calendar options for the UC start date.
  5. In the Expiration Date field, choose a date in the calendar options for the UC end date.
  6. In the Next Review Date field, choose a date for the first review of the UC.
  7. In the Service review Frequency field, choose the time period for the review.
  8. Add an optional Description for the new UC.
  9. Click the Assignment Group tab. Specify the appropriate group for this UC.
  10. Click Save.  Note that an Agreement ID number was added to the record.
  11. Click the Process Targets or Service Targets tabs. You can add, edit, or remove Service Level Targets on these tabs.
  12. The following steps are optional:
    1. Click the Agreed By tab, and specify the appropriate signatories to the agreement.
    2. Click the Attachments tab, and add upload any formal documents between the two parties signing the contract.
  13. Click Save.