Usage

Revise Service Contract

If a service contract has been accepted by the customer and is active, you'll need to create a new revision to introduce changes. Note that to introduce changes to a service contract that has been accepted by the customer and made active, you must first create a new revision and then edit or adjust the contents and then activate the new revision.

When the user creates a new revision, the service contract will be automatically placed in the Draft state, as defined in the lifecycle model's 'Revision draft state'.

To create a new revision/version:

1. Go to Asset management > Service contracts > All service contracts.
2. On the All service contracts page select the relevant service contract and from the top menu navigate to Service contract > Create new revision.
3. In the Create new revision dialog (screenshot 01) you can view the revision number. To create the revision, review the details and click the OK button.
4. The lifecycle state of the service contract will be updated to 'Revision draft state' (as defined in the lifecycle model).

Revising draft revision

The draft revision is a copy of the previous active revision, which you can now modify to meet the customer's requirements.

1. Open the service contract draft and edit the draft revision as needed.
2. Once all necessary changes have been made, update the draft revision’s lifecycle state to Active.
3. When you activate the draft revision, the previous active version/ revision will automatically be moved to the 'Revision archived state' (as defined in the lifecycle model).
4. The application will display a message confirming that the previous revision has been archived.

Note:

• For each service contract, you can have only one active revision and one draft revision at any given time.
• After activation, the previous revision will automatically be moved to archived state, as defined in the lifecycle model's 'Revision archived state'.

01: Create new revision dialog.

View Revision Log

You can view the log for a specific revision of your service contract and the lifecycle state updates of the selected revision.

To view the revision lifecycle state log:

1. Go to Asset management > Service contracts > All service contracts.
2. On the All service contracts page select the relevant service and from the top menu navigate to Service contract > Lifecycle state, and click the Revision lifecycle state log button.
3. You can see the Revision lifecycle state log screen (screenshot 01) with details of all updates to the specific revision.

01: Revision lifecycle state log screen with a list of revisions for a service contract.

View Service Contract Log

You can view the log for the entire service contract, including all its revisions.

To view the service contract lifecycle state log:

1. Go to Asset management > Service contracts > All service contracts.
2. On the All service contracts page select the relevant service contract and from the top menu navigate to Service contract > Lifecycle state, and click the Contract lifecycle state log button (screenshot 01).
3. You can see the Contract lifecycle state log screen with the details of all updates to the service contract.

01: 'Contract lifecycle state log' screen with a list of lifecycle state updates for a service contract.

Add Log Remark

You can add a remark to the lifecycle state log of a service contract without changing its lifecycle state. The application supports multi-selection, allowing you to add a remark to all selected service contracts at once.

To log a remark for the service contract:

1. Go to Asset management > Service contracts > All service contracts.
2. On the All service contracts page select all the the relevant service contracts and from the top menu navigate to Service contract > Lifecycle state, and click the Add log remark (screenshot 01) button.
3. In the Add lifecycle state log remark dialog, enter the remark and click the OK button.

01: Navigation to the 'Add log remark' dialog.

View Work Orders

You can view work orders related to the selected service contract. This feature allows you to check work orders covered by the service contract.

To view all work orders or only active work orders related to the service contract:

1. Go to Asset management > Service contracts > All service contracts.
2. On the All service contracts page select the relevant service contract and from the top menu navigate to Service contract > Related (screenshot 01), and click the All work orders button (to view all related work orders).
3. If you would like to view only active work orders, from the top menu navigate to Service contract > Related, and click the Active work orders button.

01: Navigation to view related work orders.

View Service Contracts by Lifecycle State

You can view service contracts based on their current state using the following menu options:

• New: To view only new service contracts, go to Asset management > Service contracts > New service contracts.

• Active/Revisions: To view only active service contracts/ revisions, go to Asset management > Service contracts> Active service contracts.

• Draft: To view only draft service contracts/ revisions, go to Asset management > Service contracts> Draft service contracts.

• Archived: To view only archived service contracts/ revisions, go to Asset management > Service contracts> Archived service contracts.