...
| Field | Mandatory | Description |
|---|---|---|
| Service type | Y | Allows choosing one of the possible values according to the agreement type between service the supplier and customer. Available options:
|
| Service Specification | Y | Specify the article from the Knowledge Base, for example, SLA record, Service Description, or another on described in Service Specifications. |
...
Contracts keep all the information about signed agreements, including the service provider, supplier, and customer with consumers.
Navigate to Contracts → Contract Contracts and click New to create a new Contract record and bind it to particular articles and categories through the following fields:
| Field | Mandatory | Description |
|---|---|---|
| Number | Y | A record number in the Contracts dictionary. This field is populated automatically. |
| Contract No | N | A contract number. |
| Subject | Y | A contract subject. |
| Type | N | A type of signed agreement defined by one of the available values according to a concluded agreement between the parties. This field is not mandatory.
|
| Contract Category | Y | A category your contract relates to (navigate to Contracts → Contract Category and click New to create one). |
| Provider | Y | Specify a company from the Companies list. |
| Supplier | N | Specify a company from the Companies list |
| Customer | Y | Specify a customer from the Contact list (go to Contracts → Contact and click New to create one). Any of the following types can be chosen: a company, a branch, a section, a department, a unit, a group, an employee. |
| Consumer | N | Specify the end-users from the Contact list (go to Contracts → Contact and click New to create an end-user). |
| Description | N | Specify the contract brief description. |
| Contract Status | Y | Contract current status. Available options:
|
| Responsible | Y | Specify an employee responsible for the contractor support from the Employee list. |
| Start Date | N | Specify the contract start date. |
| End Date | N | Specify the contract expiry date. |
| Autoprolongation | N | |
| Knowledge Base Article | N | Reference to a particular article from the Knowledge Base with SLA, OLA, or UC Content Item Class value. |
| Total Cost | N | Specify the contract total cost. |
...