User Guide › Service Level Management › Contracts › Save a Contract as a Contract Template

Save a Contract as a Contract Template

The latest version of an existing contract, regardless of its current status, can be saved as a contract template in the Template Folder to be reused when creating new contracts.

Follow these steps:

1. In the Contracts page, click next to the contract you want to save and select Save as Contract Template.

   The Contract Template Wizard page Details step opens.

2. In Location, click Select Location to select the Template Library or Template Folder where the contract template is to be saved under.
3. In Name, enter a name for the contract (up to 60 characters).

   Note: The name of the contract you are saving can be used as the contract template name unless a contract template by that name already exists.

4. In Contract type, select the type of contract from the list.
5. In Services, select the service to include in the contract template (if available) from the Available Services list and click . The service moves to the Included Services list. You may select as many services as required.

   Note: Click View Details to view additional information about selected services before selecting them. Click Add New if the desired service is not listed. Click Edit to modify the seat and fee information after selecting them. For more information see Adding a Service.

6. In Effective, enter the start date/time and the end date/time of the contract template.
7. If the Workflow option, in Administration, Site Settings, Template Library, is set to Enable or Enforce, enter the email addresses:
   • In To be approved by, the email address of the authority that must approve the report.
   • In Reply to, the email address of the recipient of the approval.
8. In Time zone, select a time zone for the contract template from the list.

   Note: This field is available only if the Display fee per contract check box in Administration, Site Settings, Contracts is checked.

9. In Currency, select the currency for the contract template fee from the list.

   Note: If the desired currency is not listed, add it to the list. For more information, see Adding a Unit.

10. In Fee, enter an amount for the fee per seat for the contract template as a whole.

    Note: This field is available only if the Display time zone check box in Administration, Site Settings, Contracts is checked.

11. In Seats, enter the number of seats for the contract template as a whole.

    Notes:

    • This field is available only if the Display seats per contract check box in Administration, Site Settings, Contracts is checked.
    • Values defined in Seat and Fee are used in penalty calculations. Penalties can either make use of these values or the fees for particular services. For more information, see Defining the Penalty Formula.
12. In Owner, enter the name of the contract template owner.
13. Fill in the custom attribute fields, if exist, as required. These attributes are displayed if they were created in the Design tab.

    Notes:

    • A contract template's custom attributes are not accessible from the Business Logic of the contract template's metrics
    • A contract template's custom attributes are copied to a duplicated contract template
    • Updating a custom attribute value does not cause metric recalculation
14. Click Save and Next. The contract template is saved.

    The Edit Parameters step opens.

    Note: At this point, the contract template is created and saved and you can exit out of the wizard. The next steps can be performed by editing the contract template at a later stage as well.

15. Click Add Parameter to create parameters. For more information, see Adding Parameters.
16. Click Order Parameters to set the order of the parameters. For more information, see Ordering Parameters.
17. Click Save and Next. The Select from service level template step opens.
18. In the right pane, perform a search for a specific metric using the search mechanism. Once the desired metric is located, double click it to select.

    -OR-

    In the left pane, click to expand the Template Libraries and/or Template Folders to locate the desired metric. Once the desired metric is located, click on it to select.

19. When selecting individual metrics, mandatory metrics must be selected. Click Get Mandatory to select all mandatory metrics under each service level template that was used.

    Note: The objective statement associated with each metric can be displayed by pressing .

    If mandatory metrics exist, but were not selected a confirmation dialog box opens when clicking Next. Select the appropriate choice and click OK.

    Select Keep the original services to apply the selected metrics with their services.

    -OR-

    Select Attach all metrics to this service and click Search to find and select the services to which the metrics should be applied. Click Add New to add a new service.

    Note: The Keep original services and Attach all metrics options are only available when CA Business Service Insight is configured to allow services to be overridden (under Administration, Site Settings, Advanced, Contract).

20. Click Save and Next. The Edit service level template Parameters step opens.
21. Edit, add or order the parameters. For more information, see Adding Parameters and Ordering Parameters.
22. Click Save and Next. The Summary step opens.
23. In the What's next box, click on a desired choice or click Done. The Contracts page opens.