Every 12 months it is recommended to renew agreements. Renew agreements by following the process below.
From the tree menu, click Service Management > Agreements.
Figure 1: Agreements Workbench
The main agreements workbench will appear, which will display agreements and agreement end dates. There is an agreement renewal report in the service management module under reports which will also display this information.
Figure 2: Checking Agreement Renewal End Dates
To renew agreements, from the tree menu, click Service Management > Renew Agreements > Select Agreements to Renew. Click the folder open button next to the agreement you wish to renew.
Figure 3: Select Agreement to Renew
The renewal can be updated in the next screen. If there is an increase in the cost of the agreement, or an increase/decrease in the cost budget or schedule of the renewal, change it here. A new start date and end date for the agreement will also appear in this screen.
Figure 4: Main Renewal Screen
Under the areas to copy tab, the areas that will copy over from the new agreement will be listed. Every box is automatically checked, but you can make changes if necessary. Click the save button.
Figure 5: Areas to Copy Tab
The new renewal end date will appear under the agreement in the next screen.
Figure 6: Renewal Shown on Screen
Process the agreement renewal by clicking Service Management > Renew Agreement > Process Agreement Renewals from the tree menu.
Figure 7: Navigate to Process Agreement Renewal
Select the agreement renewal you wish to process, then select process agreement renewals in the apply action menu near the bottom of the screen.
Figure 8: Process Agreement Screen
Select PROCESS in the next screen to complete the renewal.
Figure 9: Process Agreement Renewal
Navigate to the agreement from the agreement workbench and hyperlink into it to view the new renewal.
Figure 10: Agreement Renewal Screen
