Agreement Statuses

There are two default statuses for agreements, Active and Inactive, but you can create further statuses that may apply to an agreement.

For example, you might want to have different kinds of Inactive Agreements for Under Review, Suspended and Breached. Analysts can select an agreement status when specifying the Agreement Details.

Creating an Agreement Status

Before you start

You must have SLM Setup enabled within your General Access Security Role in order to configure any SLM administration settings.

Verify that you have already defined options for Workflow Management and the CMDB, especially priorities, types, service levels, service types and CMDB item types.

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Agreement Statuses to open the window.

4. Select the New icon. A row is added to the browse table on the Agreement Status window.

5. Type a name for the status into the Name field.

6. Select Active to enable the status to be considered as Active by the application. You can adjust the column widths if required. Clearing this box enables the system to consider the status as Inactive.

7. Save the changes.

8. Provide the Change Reasons if prompted to do so.

Renaming an Agreement Status

1. Select the Menu button , then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Agreement Statuses to open the window.

4. Select an existing status, and type a new name over the existing one.

5. Save the changes.

6. Provide the Change Reasons if prompted to do so.

Deleting an Agreement Status

You cannot delete the default statuses Active and Inactive (although their names may have been changed).

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Agreement Statuses to open the window.

4. Select the status you want to delete and select the Delete icon.

5. Save the changes.

6. Provide the Change Reasons if prompted to do so.