Lumary AH - This article explains how to confirm a client's approval for a service agreement that has been set up to allow service delivery tracking before approval.
Lumary enables you to set up a service agreement to allow services delivered (SD) records to be created before the client approves the agreement.
Once you get the client's approval, you'll need to add the approval date to the service agreement. This will enable SD records that have been generated to be included on an extract.
Depending on your business's policies, you may also need to upload the signed service agreement.
Add the approval date
To add the approval date to the service agreement:
- Go to the client's record.
- Click on the Funding tab.
- Scroll down to the Individual Service Agreements section.
- Find the row for the service agreement and click on the View text link.
- Click on the Amend button.
- Scroll down to the Outcome section.
- Enter a Client Approved Date.
- Click on the Save button.
This will allow you to generate an extract of all of the services that have been delivered against this agreement. This will include services delivered prior to the date you enter as the client approved date. SD record extraction will then continue as per a typical service agreement.
Depending on your business's policies, you may also need to store a copy of the client's signed approval. The steps in the next section explain how to upload a signed service agreement.
Upload a signed service agreement
To store a copy of the signed agreement, you can upload it to the related files on the service agreement record.
To upload a signed agreement:
- Go to the client's service agreement.
- Click on the Related Lists tab.
- Scroll down to the Files section.
- Click on the Upload Files button.
- Navigate to the signed copy of the service agreement on your computer and click on it.
- Click on Open.
- Once the file has finished uploading, click on the Close button to close the upload window.