Managing contract compliance

SECURITY  Manager

NAVIGATION  Open a recurring service contract

A recurring service contract is automatically Out of Compliance if the number of devices associated with a service bundle or service is greater than the unit count of that service or bundle in the contract. It can also be set to Out of Compliance manually.

When a contract is out of compliance, a notice appears in the Contract Details box, and a warning triangle in the Contract Search results table. You are given the option of updating the number of units in the service or bundle to match, or you can continue without updating (not recommended).

  • If you click OK, the number of units will be incremented, and a pro-rated billing item will be added and documented with a contract note. The default Effective Date will be the Installed On date of the device.
  • If you click Cancel, the number of units will not be incremented, but the contract will be set Out of Compliance.

In order to return the contract to compliance, you must add additional units or remove devices from the service bundle or service.

IMPORTANT  Note that when a contract is linked to a device and there are not enough available units of the selected service/service bundle to cover this device, and you select to do nothing, the device will be linked to the service, where then the number exceeds the number of service units. However, the contract will not be set out of compliance.

How to...

For detail information on associating or disassociating a device with a contract and maintaining contract compliance, refer to Contract Devices.

You can add additional units to the service bundle or service that is out of compliance from the Service Bundles and Services page.

  1. From the Contract Summary view Contract Menu, click the Services icon.
  2. Increase the unit count of the Service or Bundle that covers the additional device.

For details on managing service bundles and services, including the number of units provided for services and bundles in a contract, refer to Services.

You can also manage the status of compliance using the Compliance button in the Contract Summary view.

  1. On the Contract Summary view, click the Compliance button.

This opens a Contract Compliance Note page with the default title of Contract Compliance Status Changed, which can be changed.

  1. In the required Reason field, enter the reason that the contract is out of compliance.
  2. Optionally, click the notifications tab and specify recipients for the notification.
  3. If you have any supporting or associated documents to attach, click the attachments tab and attach the document.
  4. Click Save & Close.

The change of compliance note appears in the contract notes list.

NOTE   Out of compliance events are also included in contract-related report families, and can be displayed on LiveReports.