Agreement Forms
Use the Agreement Forms to create, edit, and track Agreements. The forms are made up of four main areas:
- Default Form: Displays the name of the Agreement, Agreement type (OLA or Underpinning Contract), and other important information.
- Form Arrangement: Dynamically displays linked records (Child Records) that are in a relationship with the parent Agreement.
- Form Area: Displays the form fields for the tab selected in the Form Arrangement. The Overview form contains most of the Agreement information.
- Actions List:
- Assign to Me
- Deactivate
The following table describes common fields on the Agreement Form:
| Field | Description | Comments |
|---|---|---|
| Default Form | Displays the name of the Agreement, Agreement type (OLA or Underpinning Contract), status, review date, and Supplier and assignment information. | |
| Overview | Contains information about the Agreement, such as the Supplier Catalog Item Type, the Supplier Catalog Item, a description of the Agreement, and the Scope of the Agreement. | Fields in the Main pane are the same, regardless of the type of Agreement. These fields are completely customizable and configurable. |
| *Name | Name of the Agreement. | *Required |
| *Supplier | Supplier assigned to the Agreement. |
*Required A Supplier is a person or group (internal or external) that is responsible for providing a product or service to an organization based on an Operational Level Agreement (OLA) or Underpinning Contract (UC). |
| *Supplier Catalog Item Type | Designates if the Supplier is providing a product or a service. | *Required |
| *Supplier Catalog Item | Designates what kind of product or service the Supplier is providing. | *Required
Supplier Catalog Items are limited by the Supplier Catalog Type. |
| Description | Description of the Agreement. | |
| Scope | A summary of the steps involved in completing the Agreement. | |
| Rules for Changes | Provide the negotiated and agreed upon rules for changing the Agreement. | |
| Rules for Termination | Provide the negotiated and agreed upon rules for terminating the Agreement. | |
| Resolution Time | The negotiated and agreed upon resolution time. | |
| Resolution Units | The units to be applied to the resolution time. | |
| Resolution Business Hours | The business hours that will count against the resolution time. | |
| Associated Cost | The negotiated and agreed upon cost of the product or service. | |
| Form Arrangement | Dynamically displays child records that are in a relationship with the Agreement. | |
| Terms | Displays rules for changing or terminating the Agreement. | |
| Supplier | Displays detailed information about the Supplier. | |
| Journals | Displays related Journal records that are created to track User notes/comments, field changes, and e-mail correspondence. |