Info At Hand includes a service contract management system
that tracks the products on each service contract, and reminds you of
contract renewals. The Service Contracts module combines
with the Products, Cases and Software Bugs modules to provide a
comprehensive service management capability.
On entry to
the service contracts module, all contracts are listed with their
contract numbers, and the associated Account. Each master service contract can
have any number of associated sub-contracts, and each of those may have
any number of products associated with them for support coverage.
Each service sub-contract has a start
and end date, and is colour coded accordingly - Red for expired
contracts, Yellow for contracts expiring in the next 30 days, and Green
for active contracts. Each master service contract is also colour coded,
using the most out-of-date colour of any of its sub-contracts - so that
expiring sub-contracts can push colour coded reminders through to the
master contract list view.
The case management system allows users to track
customer problems and resolutions
through their life-cycle. Cases may be assigned High, Medium or
Low priority. They have a status of Active - New, Active -
Assigned, Pending, Closed - Complete, or Closed - No Fault.
Each Case tracks the related service contract number, and the
description and serial number of any hardware asset involved in the
Case
Clients can file cases and bugs via the Customer Portal, and both employees and customers can be automatically notified via email if cases they are involved in are updated.
Software Bugs are defects or features
associated with a particular revision of a software product. They may be
managed and tracked through their life-cycle using the Software Bugs
module. Bugs may be assigned a priority of Urgent, High, Medium and Low.
They have a status of New, Assigned, Closed, Pending Input, or Rejected.
Each Bug also specifies a related software release. The drop-down list
of choices for release is populated by the System Administrator using
the Software Bugs - Releases Administration option within the
administration screens. Each Bug may also be assigned a resolution
status of Accepted, Duplicate, Fixed, Out of Date,
Invalid, or Later.