Copying and deleting agreements

You can create an agreement and make copies of the agreement for different accounts when you want to use the same agreement with these accounts. You can also create copies of an agreement that are applicable to different support hours and update the support hours in each agreement copy.

Also, after reviewing an agreement, if you find that the agreement is no longer required because you are not providing the service of the agreement, you can delete the agreement.

To copy or delete an agreement

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Manage Workflows and Other Processes tile, and from the menu select Agreements.
   Alternatively, you can also navigate to Remedyforce Workspaces > Service Level Management > Agreements.
3. In the agreements list view, select the agreement that you want to copy.
4. Perform one of the following actions:
   • To delete the selected agreement, click Delete.
     In the confirmation dialog box, click Yes to delete the agreement and close the Agreement form.
   • To create a copy of the selected agreement, click Copy.
     In the new Agreement form, make the required modifications to the agreement, and click Save.