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.
• Use Default Service Providers. The system will default a service provider on a required SA relationship when a service agreement is activated. Refer to Defaulting Relationship Types And Defaulting Service Providers for more information.
• Workflow Processing. A workflow process may contain workflow events that change a service agreement's SA relationships.Refer to Defining Workflow and Notification Options for more information.