How To Set Up SA Relationships On A Customer's Service Agreement
There are three ways to set up a customer's service providers:
• Manually. An operator can manually change a service agreement's SA relationships. The manual method is NOT recommended as changing service providers typically involves many events (e.g., you have to notify the current service provider that they will be dropped).
We strongly recommend having an operator kick off a workflow process and let the workflow process notify the service providers and make the desired changes. Refer to Defining Workflow and Notification Options for more information. Parent topic