Viewing a Contract

     

    To view a contract and its details,

    note

    Note: The Accounts select box on top of the page allows you to select the account for which you want to view data .

    • If 'All Accounts' is selected, the data pertaining to all accounts for which the technician has access is displayed.

    • If an account's name is selected, data pertaining to the selected account is displayed.

    1. Log in to the ServiceDesk Plus - MSP application using your user name and password.

    2. Click the Contracts tab in the header pane. By default, the list of Open Contracts is displayed.

    3. Select the Account of the contract you wish to view using the Accounts combo box.

    4. Select the status of the contract you wish to view using the Filter Showing combo box.

    5. Click the Contract Name link that you wish to view. This opens the View contract page.

    The Contract ID is a unique ID given to the contract during the time of its creation. This is system generated and is used to identify and track the contract uniquely. The contract details are grouped under three major heads: Contract Details, Contract Rules, and Notification Rules. Based on the entries made in the contract during the time of its creation, the details will be displayed in the respective section.

     

    In the Contract Rules block, the assets that are maintained under the current contract are displayed. These assets are hyperlink to display their respective details. Click any of the asset names to open the Edit Asset form. Here you can edit the required information and update the same. To know more on editing assets, refer to the Editing Asset Details section.

     

     


     

     

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