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Search results for:agreements
Term Agreements
Term agreements can be created as follows: Settings page - Settings > Agreements click New Agreement… Create a Term agreement… Alerts for Term Agreements:
Block Agreements
Block agreements can be created as follows: Settings page - Settings > Agreements click New Agreement… Create a Block agreement… Alerts for Block Agreements:
Billing and Agreements
Configuring Agreements. Mapping Agreements to clients, services, users and devices… New Agreements can be created against the currently selected client using the 'New Agreements' button… Naverisk recommends assigning a Default Agreements to a Client under Settings > Agreements
Time and Materials Agreements
Time and Material agreements can be created as follows: Settings page - Settings > Agreements click… Create a Time and Material agreement… NEW button - quick access icon in the top right corner of the application Time and Materials Agreements
All You Can Eat (AYCE) Per Device Agreements
AYCE per device agreements can be created as follows: Settings page - Settings > Agreements click… Create a new agreement… Alerts for AYCE Per Device Agreements:
All You Can Eat (AYCE) Per User Agreements
AYCE per user agreements can be created as follows: Settings page - Settings > Agreements click… Alerts for AYCE Per User Agreements: Only one type of alerts is needed for AYCE Agreements: an alert… Create a AYCE per user agreement
Using the Clients page
View your client's tickets, devices, users and agreements from the clients page… The agreements view is read-only, any changes to agreements must be made in Settings > Agreements… All agreements for the current client are listed on the Agreements Tab
Billing Workflow
New agreements can be created using the appropriate button 'New Agreements' also found in the top right… All existing Naverisk Agreements become Time and Materials Agreements… Naverisk also recommends assigning Default Agreements to a Client under Settings > Agreements
Recurring Services Agreement
Create a Recurring Service agreement… Recurring Services Agreement can be created as follows: Settings page - Settings > Agreements click… Recurring Service Agreements can be set to ‘Require Time on Ticket to Close’ enabled to track the time
Service Catalogue
These values will populate on recurring agreements and can be manually adjusted independently… After saving the Service, you are able to add it to the required Recurring Service Agreements… After saving the Service, you are able to add it to the required Recurring Service Agreements