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Account Setup & Settings
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Link Or Add A Maintenace Contract(Amc) To An Asset
- From the main menu, hover on ‘Assets’
- Now click ‘Assets’ from the dropdown menu
- From the available list, click on any asset that you want to assign a contract(agreement) to
- You will see following type of menu
- Click ‘Agreement’ from this menu, followed by click ‘Attach Agreement’ from the new page that opens
- When you do that, a new side panel will open. From here, select ‘Agreement Type’. These are agreement types your organization provides, and your company administrator has set in the agreement settings module
- When you select the applicable agreement, the rest of the details will automatically be filled. Select the ‘Start Date’ which will auto-fill the agreement end date depending on the agreement duration
- Once you have filled in these details, click ‘Add’ from the top right corner
This is how you may set up and link an agreement(contract) to an asset/equipment.