Create New Contract

 

To create a new contract for an asset,

1. Click the Contracts tab in the header pane. This opens the contracts list view page.

2. Click New Contract on the contract index page. You can also go to Quick Actions > Contracts > Create New. This opens the Add Contract form. This form has three major sections - Contract Details, Contract Rules, and Notification Rules.

3. Specify a name for the contract in the Contract Name field. This is a mandatory field.

4. Enter a relevant Description for the contract in the respective text field.

5. 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.  

6. Specify the name of the vendor in the given field. This is a mandatory field.

   • Click Save. 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.

   • Specify the Contact Person in the given field.

     • Enter a brief description about the vendor in the respective field.

7. In the Support field below it, enter the details regarding the kind of support that will be provided by the vendor to you.

8. Add the list of assets and set 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.

9. Enter the maintenance cost in terms of $ in the Maintenance Cost field.

10. 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.

    • Specify the number of days before which the notification should be sent to the selected users. 

    • If you want to notify users whose E-mail ID is not entered in ServiceDesk Plus, then you can specify the Email IDs of the users in the field provided for the same.

11. Click Save

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