Process of Administering Entitlements

The following list shows the tasks that administrators typically perform to administer entitlements. Your company might follow a different process according to its business requirements.

To administer entitlements, administrators perform the following tasks:

• Changing System Preferences for Entitlements

• Viewing User Properties for Entitlements

• Creating Entitlement Templates

• Defining Metrics for Entitlement Templates

• Defining Products for Entitlement Templates

• Associating Entitlement Templates with Products

• Defining Service Details for Entitlement Templates

• Defining Pricing Details for Entitlement Templates

• Defining Preventive Maintenance Plans for Entitlement Templates

• Defining Exceptions for Service Activities

• Adding Schedule Information to Entitlements

• Configuring Auto-Entitlement for Quotes and Orders