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Contracts

The Contracts option holds details of service contracts that are maintained in the service desk. These describe the assets and services you provide for customers.

Define the service response expected and type of cover, for example PAYG or Comprehensive.

The contract also specifies the time allowed for responses if a Service Ticket related to the contract is raised.

The type of cover and these timings may form part of any SLA (Service Level Agreement) you may have with the customer.

When you select Contracts from the service menu you will be ask to first select a customer that the contract relates to.

customer edit

Tapping the contract line or the > icon will open the contract record.

The icon will create a new record.

You may define as many contracts as needed.

The ... Item Menu will allow you to delete an item in the list unless this item is used in other data.

Contract Maintenance

contract_edit

Service Contract ID

Duet system generated ID for this item (read only)

Code

Your code for the contract.

Name

Your description of the contract.

Status

A contract can have the following status settings.

  • Draft – In development but not active yet.
  • Live – current contract.
  • Canceled - canceled contract (mid contract period).
  • Expired (not renewed).

Use the icon to select.

Contract Type

Select a Contract Type to set the basis for this contract.

Use the icon to select a type.

Customer

The code of the contract customer.

Use the icon to select a customer.

Reference

Enter any reference for the contract, i.e. quote or purchase order numbers.

Support Calendar

If you are using the Calendar system you can link the contract to a calendar defining when service is available.

Use the icon to view and select available calendars.

Start Date

Contract start date.

You can use the icon to select from a date control.

End Date

Expiry or renewal date.

You can use the icon to select from a date control.

Attachments

You can paste screen shots or add pictures and files.

Use the icon to see any attachments.

Maximum Duration from Raised

This section allows you to specify how long service tickets raised on this contract are allowed to reach key stages. - To Allocated - To Scheduled - To Started - To Completed

Enter a value.

You can use the icon to select the time period in Minutes, Hours or Days.

Notes

Any information about the contract (can be read by users working on tasks related to this contract).