Linking Activities to the Service Contract
After setting the attributes of the service contract, it is necessary to define the activities released for this contract, such as the requests and procedures made available to it, and its cost if it is unavailable, among other specialized guidelines for each portfolio contract.
Before getting started
In order to define the activities released to the service contract, it is necessary to have registered certain functionalities, such as:
Having permission to access the Portfolio and Catalog Management functionalities;
Having the portfolio with registered services;
Having the contract linked to the service, currency, and condition of operation;
Set ting the calendar, the time of attendance;
E-mail templates;
Workflow, and searches;
In addition, you must have already defined the service contract attributes.
Procedure
- Access the main menu Processes > Portfolio and Catalog Management > Portfolio;
- Access the Service Portfolio you want, click on "Advance";
- Click on "Advance" of the service to access it. After that, the Service Information screen will be presented;
- Click on the Contracts tab and then on "Advance" in the service contract to access it;
On the left side of the screen, are available the activities to be linked to the contract in order to establish its "Service" parameters, which are:
- Requests: In this area, it is possible to link the activities requests to the contract, and these must already be registered and linked to the service. To do so, you must press the "Link Service Request" and complete the data for this request to be linked: select your calendar, your operation, the request execution group, and the notification template of each phase of the request, among others. Then, in the "Request" area, click on "Add" and select the request registered in the service.
- Incidents: This activity follows the same principle of registration of requests, for the link of an incident to the successful service contract, just follow the guidelines described in the previous item.
- Procedure: This activity follows the same principle of registration of requests and incidents, to link a procedure to the successful service contract, just follow the guidelines described in the item "Requests".
🖊 Note: It is necessary for all of the above activities to link a flow to this activity, otherwise, it will not be possible to register a service request. To do so, simply, click on "Add" in the "Service Flow" area, select the workflow that matches the scenario, and click on "Save".
- Unavailability Cost: Inform the cost per hour, what the organization has to lose in the event of unavailability of the service;
- Availability Agreement: By clicking on "Link Availability Agreement", you can search and select the SLA agreed between the contract stakeholders;
- Calendar: To link a calendar to the contract, after clicking on the area "Calendar", click on "Link Calendar" and search and select the item you want;
- Assessment: It is the percentage that the contract pays on the contracted Business Service. To inform the assessment of the contract, it is necessary to click on "Add Assessment" and inform its percentage (indicate a percentage from 1 to 100%) and its payment cycle.
✅ Rule:
- It is not allowed different assessments to the same cycle in the same service/business/contract.
- It is not allowed to register or change assessments to which cycles are not closed.
- It is not possible to delete an assessment to which cycles are not closed with the configurations registered.