v7 FreeBalance Help

Navigation

(By default, you will be in Search Mode.)

To PLAN a Managed Contract, follow the steps below:

1. Find the Managed Contract you would like to Plan (see details in Searching for Records or Elements in the APPENDIX).
2. Click on the Managed Contract you want to Plan.
3. Select Line Item tab   at the bottom of the Managed Contract screen.
   Note: Once a Contract is selected the System will automatically load a selectable list of the Line Items. 

• To add Drops, refer to the Create a Contract Line Item Drop instructions.
• To add Inspections, refer to the Create a Contract Inspection instructions. 

Note: Once Line Items, Line Item Drops, and Inspections information has been entered the Managed Contract screen will display this information in View Mode.

4. Click on the Update  icon at the bottom of the Managed Contract screen to save your modifications.  A window will appear to confirm the modification.  Click OK to confirm: