User Guide › Design › Template Libraries › Contract Templates › Creating Contract Templates › Create a Contract Template from a Template Library

Create a Contract Template from a Template Library

A contract template can be created from a Template Library by using or not using a contract template.

Follow these steps:

1. In the Template Library page, in the left pane, click a Template Library or Template Folder under which you want to create the contract template.
2. On the toolbar, click and select Contract Template, Using Template Library, Without Template.

   -or-

   On the right pane, click Add New, Contract Template, Using Template Library, Without Template.

   The Contract Template Wizard page opens.

3. Select the Service Level Templates you want to use.

   -or-

   Expand each Service Level Template and select individual Services and metrics. 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.

   If mandatory metrics exist, but were not selected a confirmation dialog box is displayed 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 are applied. Click Add New to add a 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. Go to Administration, Site Settings, Advanced, Contact.

4. Click Next.

   The Details step opens.

5. Modify the Service Level Template as desired. For more information, see Creating a Contract Template From Scratch.
6. Click Back to return to the previous step.
7. Click Cancel to discard changes and return to the previous page.
8. Click Save and Next.

   The Service Level Template is saved and the Edit Parameters step opens.

   Note: The Service Level Template is created and saved and you can exit out of the wizard. The next steps can be performed by editing the Service Level Template at a later stage as well.

9. Click Add Parameter to create parameters. For more information, see Adding Parameters.
10. Click Order Parameters to set the order of the parameters. For more information, see Ordering Parameters.
11. Click Save and Next.

    The Summary step opens.

12. In the What's next box, click your choice or click Done.

    The Template Library page opens showing the added Service Level Template.

To create a contract template from a Template Library using a contract template

1. In the Template Library page, in the left pane, click a Template Library or Template Folder under which you want to create the contract template.
2. On the toolbar, click and select Contract Template, Using Template Library, Based on Template.

   -or-

   On the right pane, click Add New, Contract Template, Using Template Library, Based on Template.

   The Service Level Template Wizard page opens.

3. Select the contract template and click Next.

   The Details step containing the information from the contract template opens.

   Note: Metrics that are statically clustered in the source contract become dynamically clustered on the same group. For more information, see Creating a Clustered Metric.

4. Modify the contract template as desired. For more information, see Creating a Contract Template From Scratch.
5. Click Back to return to the previous step.
6. Click Cancel to discard changes and return to the previous page.
7. Click Save and Next.

   The Service Level Template is saved and the Edit Parameters step opens.

   Note: The Service Level Template is created and saved and you can exit out of the wizard. The next steps can be performed by editing the Service Level Template at a later stage as well.

8. Click Add Parameter to create parameters. For more information, see Adding Parameters.
9. Click Order Parameters to set the order of the parameters. For more information, see Ordering Parameters.
10. Click Save and Next.

    The Select from Service Level Template step opens.

11. Select the Service Level Templates you want to use.

    -or-

    Expand each Service Level Template and select individual Services and metrics. 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.

    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 are applied. Click Add New to add a 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. Go to Administration, Site Settings, Advanced, Contact.

12. Click Save and Next.

    The Edit Service Level Template Parameters step opens.

13. Edit, add, or order the parameters. For more information, see Adding Parameters and Ordering Parameters.
14. Click Save and Next.

    The Summary step opens.

15. In the What's next box, click your choice or click Done.

    The Template Library page opens showing the added Service Level Template.