Create New Contract
To create a new contract for an asset,
Click the Contract
tab in the header pane. This opens the contracts list view page.
Click the New
Contract button in the contract index page. (OR)
Click Quick Actions drop-down menu --> click Contracts
option under Create New. This opens the Add Contract form. This
form has three major sections namely,Contract Details, Contract Rules,
and Notification Rules.
Specify a name for the
contract in the Contract Name field. This is a mandatory field.
Enter a relevant
Description for the contract in the respective text field.
Select the Maintenance
Vendor from the combo box listing
all the vendor names available. This
is a mandatory field. If the vendor is not listed, then click
Add New Vendor
button beside the combo box.
Specify the name
of the vendor in the given field. This is a mandatory field.
Enter a brief
description about the vendor in the respective field.
Specify the Contact Person in the given field.
The added vendor is selected and is displayed in the combo box. If you
do not wish to add a new vendor, then click Close.
In the Support
field below it, enter the details regarding the kind of support that will
be provided by the vendor to you.
You can add files that are related to the contract
and are necessary to be maintained and referred to along with the contract
information. Click Attach File
button. The Attach File window pops up as shown below,
Click the Browse
button to open the file selector window.
Select the file
that you wish to add and click the Attach File button. The selected
file is added and is displayed in the same window just below the file
selection field. The total
size of the
not exceed 10
file gets listed along with the File name and the size. The file can be
deleted by clicking the Delete
icon beside the file name.
In the Contract Rules section, you need
to choose the assets that are to be maintained under this contract and
mention the maintenance period and maintenance cost. Select the Assets that are covered under the contracts
from the Maintained Assets list.
To add more
resources to the list, click Select Resources
for this contract link. This
opens Select Resources page.
the Resource Name or Product
Type or Product in the
Search button to get the result.
Select the required resources by enabling the check box.
Add Items button to add the selected
View Resources>> button
to view the selected resources.
Add Resources to Contract button
to add resources to the Maintained Assets list.
Remove Selected Resources icon
to remove selected resources from the list.
The Active period
of the contract is a mandatory field where you need to enter the From
and To date of the contract period. Choose the dates from the calendar.
Enter the maintenance
cost in terms of $ in the Maintenance Cost field.
To notify users before the contract expires, select Enable Notification check box. Here you need to select the technician who should be notified about the contract expiry.
Select the users from the User List column. Click >> button to move the users to Notified User List column.
If you want to notify users whose E-mail ID is not entered in ServiceDesk Plus, then you can specify the E-mail IDs of the users in the field provided for the same.
Specify the number of days before which the notification should be sent to the selected users. You can add multiple contract notifications by clicking the