The Manage Service Agreements option in the Product Management menu lets you edit or copy and edit service agreements directly in the IDI Desktop Client without requiring an Adaptive Request (AR). The following areas can be edited:
Title
Acknowledgement (Financial Responsibility)
Terms and Conditions
This lets you roll-out a textually updated service agreement to better align with its associated Contract without IDI’s assistance.
Note
Any modifications to an existing service agreement that are not supported by this solution will require an AR.
Permissions
Access to this functionality is restricted by the Manage Service Agreements permission which must be enabled in the user’s profile.
Access
With this permission enabled, choosing Product Management > Manage Service Agreements displays a window listing existing service agreements. Right-click menu options for a selected service agreement let you edit, make a copy and then edit, or revert back to the original document. You can also filter the list of displayed service agreements.
Editing/Copying Service Agreements
Right-clicking on a service agreement and choosing Edit opens the service agreement in the text editor. From here you can edit the following areas of the service agreement:
Title
Acknowledgment or Financial Responsibility - just the text (excluding the section’s title).
Note
This is the text shown on a Signature Capture Device.
Terms and Conditions (2nd page of the service agreement) - just the text (including the Page/Section title).
The first time you edit a service agreement, or after using the Restore Original Document option, the Edit window will not display any text in the Title, Acknowledgements, or Terms and Conditions sections. The original text for these fields is stored in an HTML template file and cannot be displayed in the Edit window. Once a service agreement has been edited, the new text is saved in the database and is used to override the HTML template text. The text saved to the database is displayed in the editor for subsequent edits.
The text editor supports fonts, page and text breaks. Edited and saved text are immediately applied to the next generated service agreement when assigned to a Contract. There is no change/impact to any service agreements generated before the text changes. The editor lets you preview the changes and then render a PDF when you’re satisfied with them.
Copying creates a duplicate of the selected service agreement, which can then be edited. On saving, the system enforces assigning a unique name.
Save and Preview
The editor lets you preview the changes and then render a PDF when you’re satisfied with them. Clicking Save and Preview prompts you for an OrderID to test the agreement.
The order used for the preview must be a POS Order with a receipt number, and the order must contain a contract with a service agreement. This is used to build the Service Information section of the sample agreement. Note: If you use the Save and Preview option and then click Cancel, the changes are already saved and cancel does not discard those changes. If you don’t want the changes, you’ll have to edit the document again to remove any unwanted changes.
Reverting Back to the Original Document
The Restore Original Document option lets you restore a service agreement that has been edited to its original text. You’ll be prompted to confirm this action before the system actually restores the document. Note: The next time you choose to edit the restored document, the Edit window will not display any text in Title, Acknowledgements, or Terms and Conditions sections as previously described.