Create a new Service Level Agreement

To create a Service Level Agreement (SLA), follow these steps:

1. Click Service Level Management > Agreements > New Agreement.
2. Click Service Level Requirement.
3. In the Type field, select the contract type that identifies it as either a Service or Customer SLA.
4. In the Customer field, select from the list of records to choose a customer name.
5. In the Title field, type a descriptive name for the SLA.
6. In the Effective from field, choose a date in the calendar options for the SLA start date.
7. In the Expiration Date field, choose a date in the calendar options for the SLA end date.
8. In the Next Review Date field, choose a date for the first review of the SLA.
9. In the Service review Frequency field, choose the time period for the review.
10. Add an optional Description for the new SLA.
11. Click Save.  The agreement is now in the "Draft" phase and an Agreement ID number added to the record.
12. Click the Process Targets or Service Targets tabs. You can add, edit, or remove Service Level Targets on these tabs.
13. 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.

    3. Click the Underpinning Agreements tab and review the underpinning contracts and operational level agreements.

       Note All operational level agreements and underpinning contracts are listed in the Underpinning Agreements tab.

14. Click Save.

After you create a new SLA, ensure that you link the new SLA to a department, company, or contacts record.