Review a service agreement

In the Review phase of a service agreement, follow these steps:

  1. Navigate to the agreement you want to review.
  2. Verify that following fields or tabs are filled in appropriately:

    • Effective From
    • Expiration Date
    • Next Agreement Review Date
    • Service Review Frequency
    • Next Service Review Date
    • Agreed by (on the Agreed By tab)
    • Assignment Groups (Operational Level Agreements only)
    • External Assignment Groups (Underpinning Contracts only)
  3. Verify that following optional fields are filled in appropriately:

    • Service Contract
    • Service Hours
    • Owner
    • Owner Group
    • Next Service Review Date

  4. If this is a new agreement, verify that appropriate SLTs exist for the agreement under the Process Targets and Service Targets tabs. 
  5. If this is an existing agreement that is back in the review phase, navigate to the Improvement Plans tab and then click to view any service improvement plans (SIP) or service quality plans (SQP) that may exist. If no improvement plan exists, you may need to create one, depending on your organization's service review process.