User Guide › Service Level Management › Contracts › How to Create Contracts › How to Create a Contract from a Template Library › Creating a Contract Based on a Contract Template

Creating a Contract Based on a Contract Template

You can create a contract using a contract template. Using contract templates is useful for creating a new contract that requires only slight modifications from an existing contract template. By using a contract template, you do not have to re-enter all the parameters that have already been defined.

Contracts created from a contract template are created with the attachments that were set to that contract template but are not contract specific or hyperlinks.

Follow these steps:

1. In the Contracts page, click Add New, Using Libraries, Based on Contract Template.

   The Contract Wizard page opens.

2. Select the contract party and effective dates for the new contract.
3. Click Next.

   The Select Contract Template step opens.

4. In the right pane, perform a search for a specific contract template using the search mechanism. Once the desired contract template 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 contract template. Once the desired contract template is located, click on it to select.

5. Click Next.

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

6. Modify the details as desired. For more information, see Creating a Contract from Scratch.
7. Click Back to return to the previous step.
8. Click Cancel to discard changes and return to the previous page.
9. Click Save and Next.

   The contract is saved and the Edit Parameters step opens.

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

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

    The Select from Service Level Template step opens.

13. 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.

14. 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).

15. Click Save and Next.

    The Edit service level template Parameters step opens.

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

    The Summary step opens.

18. In the What's next box, click on a desired choice or click Done.

    The Contracts page opens showing the added contract.