Agreements Good to Know
Good to know:
-
Search for one or more Agreements that meet a specific criteria by running a Quick Search or Saved Search.
- Create a new Operational Level Agreement by clicking New>New Agreement>New OLA on the CSM Desktop Client toolbar, or by clicking File>New>New Agreement>New OLA from the CSM Desktop Client or Browser Client menu bar.
- Create a new Underpinning Contract by clicking New>New Agreement>New Underpinning Contract on the CSM Desktop Client toolbar, or by clicking File>New>New Agreement>New Underpinning Contract from the CSM Desktop Client or Browser Client menu bar.
-
When on a record, you can send an e-mail directly to the current Supplier by clicking the Supplier's e-mail address in the Default Form.
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The Supplier tab contains the Supplier's full record as it is seen in the Supplier Selector.
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Journals track what occurs during the record's lifecycle (example: Notes to track progress or comments). View or add Journals by clicking the Journals tab in the record's Arrangement. The Journals associated with Agreements track Owner notes/comments.
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Attachments supplement records by providing additional details in the form of linked/imported files (.pdf, .doc, etc.), images, web pages, and Document Repositories. View and manage Attachments using the Attachment button
and Attachments bar.
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The Status in the Default Form indicates the current phase of the Agreement as it moves through its workflow.
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Press TAB to move to the next field on the form.
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Fields:
-
The Description field is a Rich Text field. To format the text or embed an image, click the Zoom button
.
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- The OOTB system implements several Actions/One-Step™
Actions
to make creating Operational Level Agreements and Underpinning Contracts more
efficient. For more information about Actions and
One-Step™
Actions,
refer to the Actions/One-Step™
Actions
documentation.
A full list of One-Step™ Actions and Fields is beyond the scope of this document. Export a schema document from CSM Administrator (Create a Blueprint>Tools>Export Schema) to view a full list of One-Step Actions or Fields associated with a particular type of Business Object (example: Major).