Contracts
tip
Role required: service_level_manager.
The records in the Contracts (contract) table store information about agreements signed with service providers, suppliers, customers, and others.
To set up a relationship between an IT service and an SLA, follow these steps:
- Navigate to Contracts → Contracts.
- Click New to create a new contract record and bind it to particular articles and categories.
- Click Save or Save and exit to apply the changes.
Contract form fields
Field | Mandatory | Description |
---|---|---|
Number | Y | This field is populated automatically and has the CON000000 format. |
Contract No | N | Specify a number for the contract. |
Subject | Y | Specify a subject for the contract. |
Type | N | Specify the contract type. This is the type of the agreement signed by the parties.
|
Contract category | Y | Specify the category your contract is related to. |
Provider | Y | Specify the provider company. |
Supplier | N | Specify the supplier company. |
Customer | Y | Specify the customer. It can be a company, branch, section, department, unit, group, or employee. |
Consumer | N | Specify the end-user. |
Description | N | Add a description for the contract. |
Contract status | Y | Specify the current status of the contract. Available options:
|
Responsible | Y | Specify an employee responsible for the contractor support. |
Start date | N | Specify the contract start date. |
End date | N | Specify the contract expiry date. |
Autoprolongation | N | Select this checkbox to automatically prolongate the contract. When this option is selected and Type is set to UC, the Supplier field becomes mandatory. |
Knowledge base article | N | Reference to a particular article from the Knowledge Base with SLA, OLA, or UC selected in the Content Item Class field. |
Total cost | N | Specify the contract total cost. |
When a contract is created, you can create an agreement related to it by clicking New on the Agreement tab.