Adding service agreement services
Procedure
1. Go to Service catalogs > Service agreement categories.
2. Find the service agreement category to which you want to add a service and select the lowest level in the hierarchy.
3. Go to Services.
4. On the action panel, click Add.
5. Enter a unique code and name for the service that you want to add.
6. Select a relevant service type: Availability or Performance.
◦ If the availability of the associated asset(s) is essential to the bonus-malus terms of the contract, as it is in preventive maintenance, select Availability.
◦ If performance is essential to the bonus-malus terms of the contract, as it is with catering services, select Performance.
7. Select the relevant trade for a service in the Trade field. The specified trade is subsequently used in the associated work order, so that the correct trade is entered for every order. This will help you determine hourly rates and labor hours for an order.
8. Select a Service category, to assign the service to a category.
9. Click Save.
You have now added a service agreement service.
10. Link the service to a relevant contract line and service agreement via the Links on the action panel.
The service is now linked to a customer, via the contract line and service agreement.
 | Since some jobs can only be carried out by persons who have certain certificates and/or skills, you can link skills and certificates to people and service agreement services in Planon. Skills and certificates can be added and linked to specific persons in the Personnel TSI. For more information on this subject, see the Personnel documentation. To link skills and certificates to a service agreement service, see the two steps below. |
11. If you have defined Skills for your workforce, you can also select the relevant skills for a service via the Link skills option on the Links action panel.
12. If you have defined Certificates for your workforce, you can also select the relevant certificates for a service via the Link certificates option on the Links action panel.