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Creating a new contract to relate to a CI

If you do not find the contract when you search for it, you can create it. Create the contract from the Contracts tab on the CI form.

To create a new contract to relate to a CI

  1. Open a CI, as described in Using-search.
  2. Click the Contracts tab.
  3. In the Create New Contracts area, select a contract type from the Contract Type list.
  4. Click Create.
    The appearance of the contract form varies, depending on the type of contract.
  5. Complete the required fields on the contract form.
  6. Click Save.

  7. A message appears stating that the person in the *Notification Contact* field will be notified when this contract expires.

    To notify a group when a contract expires, leave the individual contact field blank. Otherwise, specify the notification group and the individual under that group to notify an individual.

  8. Click OK.
  9. Click Close.
  10. The contract record is related to the CI, and the contract appears in the Current Contracts for this CI table.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*