Relating attachments and contracts to agreements

You can relate, unrelate, or view attachments and contracts that are associated with an agreement. This step is optional.

Before you begin

Save your agreement before you can relate a contract.

To relate a contract to an agreement

1. Log on to the Service Level Management Console.
2. On the Agreements form, click the Contracts/Attachments tab.
3. Click Relate (below the Contracts table) to open the Searching for Contracts dialog box.
4. Specify the search criteria in the relevant fields.
5. Click Search.
    The contracts found as a result of the search appear in the Results List.
6. Select the contract you want to relate from the Results List and click Relate Selected Record.
7. Click Close to return to the Contracts/Attachments tab.

To relate a new contract to an agreement

1. Lo gin to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreements form, click Relate (located below the Contracts table).
3. In the Searching for Contracts dialog box, click Create.
4. In the Contract Information dialog box, enter the information in the relevant fields to create a contract.
5. Click Save to return to the Searching for Contracts form.
6. In Results List, select the Contract you have just created.
7. Click Relate Selected Record.
    The contract appears in the Contracts table on the Contracts/Attachments tab of the Agreement form.

To unrelate a contract to an agreement

1. Log on to the Service Level Management Console.
2. In the Contracts/Attachments tab of the Agreement form, select the contract in the Contracts table.
3. Click Unrelate.

To relate a current attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, click Relate (located below the Attachments table).
3. In the Searching for Attachments dialog box. enter a name for the attachment in the Title field.
4. Optionally, in the File Name field, enter the file name.
5. From the System Status list, select Active.
6. Click Search.
7. Select an attachment from the Results list and click Relate Selected Items.

To relate a new attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, click Relate (located below the Attachments table).
3. In the Searching for Attachments dialog box, click Create.
    The Attachment Information dialog box appears.
4. In the Title field, enter a brief title.
5. Optionally, in the File Name field, specify a path where the file is located.
6. To attach a file, right-click and select Add (Remedy User).
7. In the Add Attachment dialog box, browse to select the file that you want to attach, or enter the path and the file name and click OK.
    The file is added to the table in the Attachment Information dialog box. The status field shows the progress.
8. Click Save to return to the Searching for Attachments dialog box.
9. In the Results List, select the attachment you have just added.
10. Click Relate Selected Items.
     Your attachment appears in the Attachments table in the Contracts/Attachments tab of the Agreements form.
11. Click Save to save your agreement.

To unrelate an attachment to an agreement

1. Log on to the Service Level Management Console.
2. On the Contracts/Attachments tab of the Agreement form, select the attachment in the Attachments table.
3. Click Unrelate.