Help and Guides from the Team

Search results for:agreements

Block Agreements

Alerts for Block Agreements:… Only one type of alerts is needed for Block Agreements: An alert for Hours Consumed

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

Term Agreements

Alerts for Term Agreements:… Term Agreements should set ‘Require Time on Ticket to Close’ enabled to track the time consumed and not… Two types of Alerts are needed for Term Agreements: An Alert for hour usage within the Current Period

Time and Materials Agreements

Time and Materials Agreements should set ‘Require Time on Ticket to Close’ enabled to track the time

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

All You Can Eat (AYCE) Per User Agreements

Alerts for AYCE Per User Agreements: Only one type of alerts is needed for AYCE Agreements: an alert… AYCE Per Device Agreements should set ‘Require Time on Ticket to Close’ enabled to track the time consumed

All You Can Eat (AYCE) Per Device Agreements

Alerts for AYCE Per Device Agreements:… AYCE Per Device Agreements should set ‘Require Time on Ticket to Close’ enabled to track the time consumed… Only one type of alert is needed for AYCE Agreements: an alert for the renewal date

Billing Workflow

New agreements can be created using the appropriate button 'New Agreements' also found in the top right… Alerts for Block Agreements: Only one type of alerts is needed for Block Agreements: An alert for… Naverisk also recommends assigning Default Agreements to a Client under Settings > Agreements

Recurring Services 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… Alerts for Recurring Services Agreements: The example below shows an Alert will be generated 30 days

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