Innovative247 Service Request Manager

Dashboard

Agreements

Program #: 1643

Module: Utilities

Overview

Use Agreements (program #1643) to define service agreements used in the Agreements grids of Data Entry Master (program #559) and Contract Master (program #548).

Navigating to Agreements

Use the following steps to access the Agreements program:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "1643" and press ENTER.

w The Agreements window opens.

The Agreements Window

The following graphic shows Agreements as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Agreements.

Field/Column	Description
Upper Pane - Columns
Abbreviation	Abbreviation that identifies the service agreement.
Group	Type of service agreement.
Description	Text description of the service agreement.
Dealer ID	Dealer associated with the service agreement. The agreement appears in the Agreement field drop-down menu only on accounts associated with the selected dealer. If this column is blank, the agreement appears in the Agreement menu for all accounts regardless of dealer.
Version	Number of times the agreement has been changed. SBN automatically updates this column when a user saves changes to agreement text.
Lower Pane - Fields
Abbreviation	Abbreviation that identifies the selected service agreement. This field accepts up to 10 characters.
Description	Text description of the selected service agreement. This field accepts up to 30 characters.
Dealer ID	Dealer associated with the selected service agreement. (This menu originates from program #1537.) The agreement appears in the Agreement field drop-down menu only on accounts associated with the selected dealer. If this column is blank, the agreement appears in the Agreement menu for all accounts regardless of dealer.
Language	Language in which the selected service agreement appears. (Contact IBS before using language codes 11-17.) The agreement only appears in the Agreement field drop-down menu for users with the selected language defined in program #1811.
Valid From	Date on which the selected agreement becomes valid.
Valid To	Date on which the selected agreement is no longer valid.
Version #	Customer-defined number or text that identifies the selected agreement version. This field accepts up to 10 characters.
Version (No label)	Number of times the selected agreement has been changed. SBN automatically updates this field when a user saves changes to agreement text.
Change Date	Date on which the selected agreement was last changed.
Change Time (No label)	Time at which the selected agreement was last changed.
Changed By	User ID that last changed the selected agreement.
Create Date	Date on which the selected agreement was created.
Create Time (No label)	Time at which the selected agreement was created.
Created By	User ID that created the selected agreement.
Type	Type of service agreement. (This menu originates from program #1644.)
Sub Type	Subscriber type associated with the selected agreement. (This menu originates from program #1534.) The agreement appears in the Agreement field drop-down menu only on accounts associated with the selected subscriber type. If this column is blank, the agreement appears in the Agreement menu for all accounts regardless of subscriber type.
Group 1	First financial group associated with the selected agreement. (This menu originates from program #1868.) The agreement appears in the Agreement field drop-down menu only on accounts associated with the selected group. If this column is blank, the agreement appears in the Agreement menu for all accounts regardless of assigned group.
Group 2	Second financial group associated with the selected agreement. (This menu originates from program #1868.) The agreement appears in the Agreement field drop-down menu only on accounts associated with the selected group. If this column is blank, the agreement appears in the Agreement menu for all accounts regardless of assigned group.
Installation	Select this check box if the selected agreement is exclusively for installations and should appear only in Data Entry (program #559). Note: If the Installation, Contract, and Account check boxes are all blank, the agreement is available in Data Entry and the Contract and Billing Accounts tabs of Contract Master.
Contract	Select this check box if the selected agreement is exclusively for contracts and should appear only in the Contract tab of Contract Master (program #548). Note: If the Installation, Contract, and Account check boxes are all blank, the agreement is available in Data Entry and the Contract and Billing Accounts tabs of Contract Master.
Account	Select this check box if the selected agreement is exclusively for billing accounts and should appear only in the Billing Accounts tab of Contract Master (program #548). Note: If the Installation, Contract, and Account check boxes are all blank, the agreement is available in Data Entry and the Contract and Billing Accounts tabs of Contract Master.
Agreement Text (No label)	Text of the selected service agreement. When you save changes to this field, SBN updates the Version, Change Date, Change Time, and Changed By fields.

Viewing Details of a Service Agreement

Use the following steps to view service agreement details:

1. Select the service agreement you want to view.

2. Choose Get Record.

w The service agreement details appear in the fields in the lower pane.

Creating a Service Agreement

Use the following steps to create a new service agreement:

1. Choose New Record.

w The fields in the lower pane open for changes.

2. Enter details for the service agreement.

3. Choose Save.

w The new agreement appears in the list in the upper pane.

Changing a Service Agreement

Use the following steps to change a service agreement:

1. From the upper pane, select the service agreement you want to change by double-clicking or choosing Get Record.

w The agreement details appear in the lower pane.

2. Choose Change Record.

w The fields in the lower pane open for changes.

3. Change agreement details as necessary.

4. Choose Save.

Deleting a Service Agreement

Use the following steps to delete a service agreement:

1. From the upper pane, select the service agreement you want to delete by double-clicking or choosing Get Record.

w The agreement details appear in the lower pane.

2. Choose Delete Record.

w A confirm dialog box opens: "Are you sure?"

3. Choose Yes.

4. SBN removes the service agreement from the list in the upper pane.

Restoring a Deleted Service Agreement

Use the following steps to restore deleted service agreements:

1. Choose Select Record to Undelete.

w The Undelete window appears.

2. In the Undelete window, find the service agreement you want to restore and double-click it, or choose [ENTER].

w SBN restores the service agreement to the list in the upper pane.

The following table lists programs related to Agreements.

Program	Number	Document Link	Description
Data Entry/Customer Service	559	Data Entry Master and Basics	Enter customer contact and monitoring information about alarm system installations. Attach service agreements to installations.
Contract Master	548	Contract Master	Enter and manage contract information for billing and payment information for each installation, contract, or account. Attach service agreements to contracts and billing accounts.
Dashboard	251	Dashboard	View information from several SBN programs in one screen. Service agreements on installations, contracts, and accounts appear in the Dashboard Agreements tab.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+f1	1643/ 1	View details of selected service agreement.
	Change Record	f2	1643/ 2	Change details of selected service agreement.
	New Record	f3	1643/ 3	Create new service agreement.
	Delete Record	shift+f10	1643/ 4	Delete selected service agreement.
	Undelete	alt+f10	1643/ 5	Restore deleted service agreements.
	Print Selected Records	ctrl+f8	1643/ 6	Print selected service agreement.
	Previous Record	f4		Go to previous service agreement.
	Next Record	f5		Go to next service agreement.
	Exit without saving	esc		Exit without saving changes to selected record.
	Save Existing Record	enter		Save changes to selected record.