User Guide › Service Level Management › Contracts › How to Create Contracts › Creating a Contract from Scratch

Creating a Contract from Scratch

You can create a new contract that is not related to any other entity (i.e. from scratch).

Contracts created from scratch are created with attachments that are designated as new contract default.

Follow these steps:

1. In the Contracts page, click Add New and then select Contract. The Contract Details page opens.
2. In the Contract Details-General tab:
   • In Name, enter a name for the contract (up to 60 characters).
   • In Contract Type, select the type of contract from the list.
   • In Primary Contract Party and in Secondary Contract Party:
     • Select the primary and secondary contract parties for whom the contract is created.
     • Select Provider or Receiver.

     Tip: Click View Details to view additional information about selected contract parties before choosing one, or click Add New if the desired contract party is not listed. For more information, see Adding a Contract Party.

   • In Services, select the services to include in the contract from the Available Services list and move to the Included Service list.

     If the Display fee per service and Display seats per service options were selected in Administration, Site Settings, Contracts, click Edit to display the Edit Service window opens. Enter the number of seats included for each service in the Seats field, and the fee per seat in the Fee field, if required.

     Tip: 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.

   • In Effective, enter the start date/time and the end date/time of the contract.
   • If the Contract workflow option, in Administration, Site Settings, Contracts, 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.

     For more information, see Contract Workflow.

   • In Time zone, select a time zone for the contract from the list.

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

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

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

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

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

   • In Seats, enter the number of seats for the contract 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.
   • In Owner, enter the name of the contract owner.
   • Fill in the custom attribute fields, if exist, as required. These attributes display if they were created under the Design, Foundation Entities tab.

     Notes:

     • A contract's custom attributes are not accessible from the Business Logic of the Contract's metrics
     • A custom Attribute is not copied to the derived contract template unless it is attached to the same custom attribute
     • A contract's custom attributes are copied to a duplicated contract
     • Updating a custom attribute value is performed under version control
     • Updating a custom attribute value does not cause metric recalculation
     • Updating a custom attribute value inside the contract is indicated in the contract's Audit Trail tab
   • Click Apply to save changes and stay in the current page.
   • Click Save to save changes and return to the previous page.
   • Click Cancel to discard changes and return to the previous page.
3. In the Contract Details-Notes tab, enter notes about the contract. For more information, see Notes Tab.
4. In the Contract Details-Parameters tab, add contract-level parameters. For more information, see Parameters Tab.
5. In the Contract Details-Timeslots tab, define a new timeslot for the contract. For more information, see Timeslots Tab.
6. In the Contract Details-Audit Trail tab, view the contract audit trail. For more information, see Audit Trail Tab.
7. In the Contract Details-Exceptions tab, add exceptions associated with the contract. For more information, see Exceptions Tab.
8. In the Contract Details-Attachments tab, view or define attachments. For more information, see Attachments Tab.
9. In the Contractual Section tab, add contractual metrics. For more information, see Creating Contractual Metrics.
10. In the Financial Section:
    • In the Metrics tab, add financial metrics. For more information, see Creating Financial Metrics.
    • In the Penalties tab, add penalties for the contract. For more information, see Creating a Penalty.

    Note: The Penalties tab is only available if the system is configured to use penalties.

11. In the Operational Section tab, add operational metrics. For more information, see Creating Operational Metrics.
12. In the All Metrics tab, add metrics for the contract. For more information, see Creating Metrics.
13. Click Commit to commit the selected version.
14. If Workflow is enabled, click Request Approval to send a request for approval for the version. For more information, see Understanding Contract Statuses and Committing a Contract.
15. Click Apply to save changes and stay in the current page.
16. Click Save to save changes and return to the previous page.
17. Click Cancel to discard changes and return to the previous page.