7.6. Assigning a Contract

Assigning a Contract to a Technician makes that person responsible for the Contract. He/she becomes the point of contact for all matters related to the Contract.

An assigned Technician gets the following notifications:

  • Email notification when the Contract is cancelled.

  • Email notification when the Contract is Renewed.

  • Email notification when the Contract is about to expire, 15 days prior.

  • Email notification when the Contract is expired.

A Technician, with the necessary rights, can assign a Contract to another Technician or claim it for himself/herself.

Note

You have to have viewing and managing rights to assign Contracts (Refer: technician roles).

7.6.1. Assignment from Contract List viewing

  • Go to the Contract List View.

  • Click on the Assign Owner button next to the Contract that you want to assign.

figure 16

  • You get a list of Technicians from where you make a selection (you can also search for a Technician in the list).

7.6.2. Assignment from Contract Details view

  • Go to the contract details view.

  • Click on the Assign Owner button situated in the top right corner of the page.

figure 17

  • You get a list of Technicians from where you make a selection (you can also search for a Technician in the list).